Something for the Weekend: the New Big Short, Yann’s Exit and Volatility for AI in Markets
The disconnect between AI hype, market reality, and trading practice This week’s news of Dr. Michael Burry’s billion-dollar bet against AI-linked equities and the winding down of his hedge fund (https://on.ft.com/43v33a7) arrived at the same time AI pioneer Yann LeCun announced his departure from Meta (https://on.ft.com/4nTkdW7), raising fresh questions about how technology will continue to reshape […]
Something for the Weekend: From Kimi to the Markets – Next Steps & Considerations for the AI Trading Evolution
Navigating open models, agentic AI, new oversight and rethinking risk in the next phase of market evolution. China’s AI race took another leap this week: Beijing-based Moonshot AI unveiled Kimi K2 Thinking, an open-source reasoning model outperforming GPT-5 and Claude Sonnet 4.5 across multiple benchmarks – including a 44.9% score on Humanity’s Last Exam – […]
Something for the Weekend: AI, Retail, and the End of Information Asymmetry
How democratized intelligence is turning retail traders into market makers. The rise of AI in trading marks not just a technological leap but a structural shift in how markets interpret and act on information. By delivering faster, frictionless access to data—often free or low-cost and without traditional intermediaries—AI is breaking down information asymmetry and […]
Something for the Weekend: Cloud, Compute & the New Trading Fabric in Space
How AI, cloud, and compute are reshaping the market’s foundations — turning data, energy, and resilience into the new sources of trading edge AI in trading means data and agents – but if agents are still a decade away, data means datacentres, and datacentres mean dependence on third parties – a near-complete reversal of the […]
Something for the Weekend: Agents, Infrastructure & the Intelligence Layer
From data centres to trading desks, AI is becoming the fascia of modern markets – the connective tissue linking data, models, and execution. As this week’s #FILSAmsterdam discussions highlighted, AI is no longer just a trading tool – it’s fast becoming the infrastructure of modern capital markets. This isn’t simply the next phase of automation: […]
Something for the Weekend: from Hype to Rewiring & Plumbing
From Scepticism to Integration – how AI is reshaping markets, workflows, and risk itself. When we launched this newsletter at the start of 2025, there was widespread scepticism that AI would ever meaningfully enter trading due to the inherent risks and regulatory hurdles. Less than a year later, that scepticism already feels outdated. AI is […]
Something for the Weekend: Trading Rewired – From AI to Quantum and the Rise of Intelligent Market Agents
Something for the Weekend: Trading Rewired – From AI to Quantum and the Rise of Intelligent Market Agents As AI reshapes the fabric of market microstructure, the next challenge lies in governance, resilience, and human oversight. Conversations in London last week with traders on how AI will be implemented in trading reinforced just how […]
Something for the Weekend: Trading on the Edge: Quantum, AI and the Next Wave of Market Innovation
How quantum computing as well as AI could soon reshape pricing, risk analytics and secondary-market liquidity From HSBC’s quantum-computing breakthrough in bond trading to OpenAI’s bid for an “AI USB-C,” this week’s developments reveal how data standards, regulation and faster language models are reshaping how markets discover liquidity, manage risk and govern emerging technologies. Here […]
Something for the Weekend – The Quiet Revolution
Something for the Weekend – The Quiet Revolution How Agentic Quant Research, Multi-Agent HFT and Reinforcement-Learnt Alpha Weighting are reshaping how markets trade: AI in Trading – 20th September 2025 Rebecca Healey September 20, 2025 While political headlines focus on US-UK trade pacts and big-ticket investments, a quieter but more profound shift is already underway […]
Always on Markets, Tokenisation, Deterministic Models & the Race for Sovereign Compute: AI in Trading – 14th September 2025
Always on Markets, Tokenisation, Deterministic Models & the Race for Sovereign Compute: AI in Trading – 14th September 2025 From secondary markets always-on, AI-driven era: OpenAI’s MCP plug-and-play promises; Nasdaq, Robinhood and BlackRock renewed push for tokenised shares and 24/7; Mira Murati’s deterministic AI improves reproducibility (just not yet accuracy); and the UK’s $2.5 […]