Agentic Finance: Building AI Analysts for the Debasement Trade Era — with Vlad Stanev of QuantlyAs global currencies face increasing debasement pressures, the next evolution in finance is here — Agentic AI Analysts. 💡In this episode, we sit down with Vlad Stanev, Founder of Quantly, to explore how AI-driven financial agents are redefining strategy, analysis, and alpha generation in the new economic era.We discuss:✅ What “Agentic Finance” really means — and why it matters now✅ How AI analysts are transforming trading and portfolio management✅ The role of automation in navigating currency debasement✅ What the future of human + AI collaboration in finance looks likeIf you want to understand where intelligent finance is headed — and how to stay ahead in the AI-driven trading revolution, this episode is your roadmap.More Related Tags:agentic finance, ai analysts, quantly, vlad stanev, ai in finance, debasement trade, financial ai tools, quantitative finance, ai trading systems, algorithmic trading, ai investing, fintech innovation, finance automation, ai portfolio management#agenticfinance #artificialintelligence #quantfinance #systematicinvesting #aiinfinance #fintech #financialmarkets #machinelearning #algorithmictrading #cryptoeconomy #futureoffinance #investing #digitalfinance #tradingstrategy #financeinnovation

Between Markets and Masterpieces Debby Goan on Breaking Barriers and Blending Worlds🌟 Introduction▪️Brief host introduction.▪️Introducing Debby Goan – her journey from Stillwater, Oklahoma, to leading innovation across finance, technology, and the arts.▪️Highlights:▪️Only minority woman with a member seat at the American Stock Exchange▪️Transformational leadership in fintech▪️Deep artistic engagement🧭 Segment 1: Early Life and Personal Journey▪️Growing up as a child of Taiwanese immigrants in Oklahoma and Texas.▪️The influence of multicultural upbringing on identity and ambition. (upwardgallery+1)💼 Segment 2: Career in Finance and Technology▪️Breaking barriers in ETF trading and at the American Stock Exchange.▪️Leading turnarounds and launching data-driven SaaS ventures in finance and insurance.▪️Experiences as Operating Partner and GM at Two Sigma. (linkedin)🎨 Segment 3: Art, Creativity, and Overlapping Identities▪️Transitioning from finance to visual art — or balancing both.▪️Artistic philosophy: communicating emotions and exploring the “space between the theoretical and the actual.”▪️Major artistic milestones, mediums she works in, and notable exhibitions and awards. (upwardgallery+1)🚀 Segment 4: Current Projects and Entrepreneurship▪️Founding Petite Palates – what inspired her and how it connects to earlier leadership. (linkedin+1)▪️Board role at The Art Students League of New York. (artstudentsleague)▪️Mentoring and supporting diverse voices in both tech and arts.🧠 Segment 5: Leadership, Mentoring, and Future Directions▪️Views on leadership — transforming teams and industries.▪️Mentoring advice for minorities, women, and creative technologists.▪️Future projects and aspirations.🔚 Wrap-Up▪️Quickfire Round:▪️Personal fact▪️Favorite piece of art▪️Most important lesson learned▪️Where listeners can connect with Debby’s work online.🎤 Interview Questions🪶 Background & Identity▪️How did your multicultural childhood in Oklahoma and Texas shape your sense of possibility and creativity? (debbygoan+1)▪️Who were your earliest influences—within your family or community—that sparked your interest in both art and finance?💹 Breaking Barriers in Finance/Tech⚡ Quickfire / Personal▪️What are you reading, listening to, or watching right now that inspires you?▪️What’s one lesson—artistic or professional—you wish more people learned early in their careers?▪️Where can our audience see your latest work or reach out to connect?🏢 Debby's Companies▪️Petite Palates | Organic Savory Baby Food▪️HarmoniQ Insights | Elevate Your Strategy🎧 This structure will help ensure a thoughtful, dynamic, and engaging episode that brings out Debby’s unique voice and resonates with your audience. (debbygoan+2)▪️https://www.debbygoan.com/curriculumvitae▪️https://upwardgallery.com/ad/interviews/debby-goan-i-am-often-creating-order-communicate-emotional-heft-moment ▪️https://www.linkedin.com/in/debby-goan ▪️https://upwardgallery.com/artists/2994/6330 ▪️https://www.instagram.com/debbygoan/ ▪️https://www.artstudentsleague.org/resources/board-candidates ▪️https://www.linkedin.com/posts/debby-goan_im-excited-to-introduce-petite-palates-activity-7262895101931143170-BtxE ▪️https://www.debbygoan.com https://www.artsy.net/artist/debby-goan ▪️https://associationforjewishstudies.org/docs/default-source/ajs-perspectives/ajs_perspectives_fall_2021_web.pdf?sfvrsn=5e20f4a3_14#artandbusiness, #creativeentrepreneur, #innovation, #womeninbusiness, #artworld, #successmindset, #leadership, #motivation, #inspiration, #businessgrowth, #creativemindset, #entrepreneurlife, #breakingbarriers, #storytelling, #creativity

Quant Pioneers & The Battle: Bartt Kellermann on Shaping the Future of Systematic InvestingIn this thought-provoking episode, we sit down with Bartt Kellermann, founder of Global Capital Acquisition and creator of Battle of the Quants, to explore how systematic investing, AI, and quantitative innovation are redefining modern finance.Discover:✅ How quant strategies evolved from niche to mainstream✅ The balance between human intuition and machine learning✅ The global influence of Battle of the Quants events✅ What the future holds for investors, institutions, and innovators

Join Bill Mann and Mark Connors in Episode 35 of The New Barbarians podcast with special guest Ehsan Ehsani. Ehsan, Executive Director at Crescendo Partners, Adjunct Professor at Columbia Business School, and author of "Finding Value in Numbers," shares unique insights on the intersection of generative AI and traditional value investing.In this episode, we explore:- The crucial skills young professionals need to thrive in an AI-powered financial world.- How GenAI enhances classic value investing workflows, from idea generation to preliminary research.- The "buy vs. build" dilemma for fundamental shops adopting AI technologies.- The future of investment research as AI tools become increasingly sophisticated.A preview of the Generative AI in Investment Management Conference at Columbia, where attendees can explore solutions from nearly 20 GenAI providers.Ehsan also discusses his upcoming books, including "How Not to be Replaced by a Spreadsheet that Talks," offering a candid look at adapting to technological change without sacrificing human judgment. This is a must-listen for anyone in finance grappling with the rapid evolution of AI and its impact on careers and investment strategies.Featured Guest:Ehsan Ehsani: Executive Director, Crescendo Partners; Adjunct Professor, Columbia Business School; Author of "Finding Value in Numbers" and "How Not to be Replaced by a Spreadsheet that Talks." Organizer of the Generative AI in Investment Management Conference.Links & Resources:📇 Ehsan Ehsani on LinkedIn: https://www.linkedin.com/in/ehsani/📰 Value Hedgehog Newsletter: https://www.linkedin.com/newsletters/7099112971280203776/🏟 Generative AI in Investment Management Conference: GAIMConference.com📕 Pre-order "Finding Value in Numbers": https://a.co/d/2ETE84i⛓ Unchained (Sponsor): unchained.com🔗 Follow Our Work:📜 Substack: New Barbarians Podcast - https://substack.com/@newbarbarians 📜 Substack: Mark R. Connors - https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/📜 SSRN Practitioner Quant Research - https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/researchTwitter - thenewbarbarianspodcast (@thenewbarbpod) / XChapters00:00 Market Overview and Economic Insights02:57 Quantitative Finance and Systematic Investing05:26 Macro Trends and Employment Dynamics07:48 Generative AI in Investment Management10:14 The Future of Jobs and Skills in Finance12:53 AI's Impact on Investment Strategies15:21 Conclusion and Conference Insights27:56 The Energy Dynamics of Bitcoin and AI30:19 Transitioning from Consulting to Investment Management34:16 The Power of Writing and Networking37:23 Embracing Generative AI in Value Investing43:36 Enhancing Investment Processes with AI50:18 The Future of AI in Investment Management55:52 Build vs. Buy: Strategies for AI Adoption#GenerativeAI #AIinFinance #InvestmentManagement #ValueInvesting #Fintech #AIInvesting #LLMforFinance #ColumbiaBusinessSchool #NewBarbariansPodcast #FinancialFutures #CareerDevelopment #AlphaGeneration #QuantFinance #DigitalTransformation #AssetManagement #EhsanEhsani #FutureOfWork #StockMarket #Podcast #Technology #WealthManagement

Today’s episode spotlights Charlie Marin (CEO, Quanted) on building the “Amazon-meets-Palantir” data bridge for investors—turning idea → feature → backtest into a rapid, agent-driven loop. Bill and Mark frame the macro: rates over equities, MOVE vs. VIX, factor rotations (value/cyclicals), credit spreads, and why point-in-time data & revisions matter. Charlie breaks down vendor onboarding with AI agents, metadata-rich discovery, and how faster feature pipelines change quant research—and the startup journey to Quanted’s upcoming relaunch.Follow Charlie & Quanted:Charlie on LinkedIn: https://www.linkedin.com/in/c-simi/Quanted on LinkedIn: https://www.linkedin.com/company/quanted-tech/Book a Meeting: https://www.quanted.com/🔗 Follow Our Work:📜 Substack: New Barbarians Podcast - https://substack.com/@newbarbarians 📜 Substack: Mark R. Connors - https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/📜 SSRN Practitioner Quant Research - https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/researchTwitter - thenewbarbarianspodcast (@thenewbarbpod) / XChapters00:00 Introduction to Quanted and Its Mission01:22 Exploring the Startup Journey03:59 Market Analysis and Economic Indicators06:14 Interest Rates and Market Volatility09:12 Understanding Job Market Data and Revisions14:11 Interest Rates and Market Reactions19:04 The Impact of COVID on Economic Cycles23:06 Debt Dynamics and Market Volatility27:28 Comparing Economic Cycles: Past and Present34:06 The Future of Work and Economic Stability40:20 The Data Landscape: Challenges and Opportunities42:58 Streamlining Data Testing and Vendor Engagement45:53 The Role of AI in Data Processing48:17 Building a Predictive Data Ecosystem51:24 Navigating the Competitive Landscape of Hedge Funds56:37 The Future of Investment Processes01:02:22 Startup Journey: Overcoming Challenges in Data Management01:07:17 Looking Ahead: Future Developments for Quantid#NewBarbariansPodcast #CharlieMarin #Quanted #QuantData #AltData #AIinFinance #FeatureEngineering #Backtesting #QuantResearch #Macro #InterestRates #YieldCurve #MOVEIndex #ValueFactor #Cyclicals

In this episode, Bill Mann and Mark Connors sit down with Michael Nadeau, founder of The DeFi Report, to explore the future of digital assets, DeFi, and on-chain research. From macro backdrops to tokenization and the reflexivity of crypto markets, Michael shares how his journey from MIT and LinkedIn posts evolved into one of the most influential Substacks in digital assets.

The conversation spans:

• Market updates and factor rotations in global assets

• On-chain data vs. Wall Street narratives

• The rise of stablecoins and Tether’s surprising role with U.S. treasuries

• Why crypto’s reflexivity can be both powerful and dangerous

• Web3’s shift from read/write to read/write/own

• Institutional adoption, tokenization of real-world assets, and privacy in DeFi

• The asymmetric bet on public blockchains

• How frameworks from Kahneman’s Thinking, Fast and Slow help investors break fixed mindsets

Timestamps

• 00:45 – Market Setup & Fed Policy
  Bill opens with inflation, interest rates, and global asset performance.

• 02:00 – Culture, Movies & Noise
  Animal House quotes → how cultural distractions differ from on-chain truth.

• 07:30 – Jackson Hole: TradFi vs. Digital Assets
  Digital asset symposium gains traction alongside the Fed’s annual gathering.

• 12:42 – The Origin of The DeFi Report
  Michael’s journey from MIT → LinkedIn posts → Substack → Bankless partnership.

• 14:09 – The Asymmetric Bet
  Why Bitcoin and public blockchains represented a career-changing investment thesis.

• 21:31 – Politics, Regulation & Gensler
  Lessons from SEC leadership, courts, and the role of regulation in crypto adoption.

• 28:09 – Web3: Read. Write. Own.
  How new data structures change ownership, content, and payments online.

• 34:28 – On-Chain Data & Reflexivity
  Real-time transparency, resilience during FTX, and why crypto markets reprice instantly.

• 41:25 – DeFi Is Still Early
  $900T of global assets vs. $7.5B tokenized today; institutions, KYC pools, and privacy.

• 49:39 – Stablecoins & The New Petrodollar
  Tether’s U.S. Treasuries role, dollar network effects, and the geopolitics of stablecoins.

#DeFi #Crypto #OnChain #DefiReport #Stablecoins #Web3 #CryptoMarkets #NewBarbariansPodcast

In this episode of The New Barbarians Podcast, Mark Connors and Bill Mann sit down with Loren Asmus, Head of Capital Formation at UTXO Management, to break down how institutional investors and corporate treasuries are accelerating Bitcoin adoption.

From Bitcoin’s 13-year record as the best-performing asset, to the rise of Bitcoin Treasury companies like MicroStrategy and MetaPlanet, Loren explains why large pools of capital are now a critical driver of BTC’s next phase — and how UTXO is positioning to capture that growth.

We also explore:

• Why Bitcoin beats gold as a store of value in the 21st century

• The macro backdrop: USD weakness, Fed policy & market leadership

• Spot BTC vs. ETFs — control vs. convenience

• Global proof of concept & Japan’s unique market dynamics

• Risks like premium-to-NAV compression in bear markets

• The “signal” that draws investors into Bitcoin from all corners of the market

🎙 Episode highlights include the BTC Inc. growth story, global conference strategy, and why corporate balance sheets could be the “valve” that takes Bitcoin from $100K to millions.

Timestamps:
00:00 – Intro & Podcast Mission
02:05 – Bitcoin’s Track Record vs. Other Asset Classes
05:15 – From Institutional Consulting to UTXO Management
08:40 – BTC Inc., Bitcoin Magazine & Global Conferences
14:10 – The “Signal” That Draws People to Bitcoin
17:35 – Spot Bitcoin vs. ETFs — Control vs. Convenience
21:55 – Bitcoin vs. Gold: The Digital Store of Value Case
26:42 – The Corporate Bitcoin Playbook
32:08 – Risks & Premium-to-NAV Compression
36:55 – Global Proof of Concept & Japan’s Unique Market
42:18 – Macro Backdrop & Market Leadership
47:30 – The Next Phase: Large Pools of Capital & Corporate Adoption

#Bitcoin #BTC #InstitutionalInvesting #BitcoinTreasury #DigitalAssets #Macro #CryptoInvesting #FinancePodcast

"This is a $600 billion market that no one pays attention to."In

Episode 31 of The New Barbarians Podcast, Bill Mann and Mark Connors are joined by Jonathan Small, founder and CEO of The Tradesmen Collective, and Ed McManus, Director of Investor Relations. Together, they explore how this mission-driven startup is revolutionizing the $500+ billion construction and home renovation industry.

From years of getting stiffed as a master electrician, Jonathan built a platform to eliminate theft, payment delays, and broken trust in the trades. The solution? Transparent milestone-based contracts, integrated escrow services, and a network that protects both contractors and homeowners — all with a blue-collar ethos and white-collar execution.

Bill and Mark also dive into macro updates — from Bitcoin and Nvidia leading global returns to the U.S. debt explosion and inflationary fallout. Along the way, they explore how The Tradesmen Collective could evolve into a Web3-native smart contract ecosystem, combining the ethos of blockchain with real-world utility.

Whether you're a hedge fund manager, startup founder, or homeowner tired of being burned, this episode is a blueprint for disruption — in steel-toe boots.

Tradesmens Collective Website: https://www.thetradesmens.com/

Iphone App: https://apps.apple.com/us/app/the-tradesmens-collective/id6739975427

Android: https://play.google.com/store/apps/details?id=com.tradesmens

Relibuild

Website: https://www.relibuild.com/

Iphone App: https://apps.apple.com/us/app/relibuild/id6737809386

Android: https://play.google.com/store/apps/details?id=app.relibuildv4.com

Chapters

00:00 Introduction to the New Barbarians Podcast

02:09 Market Insights and Economic Trends

11:35 The Tradesman's Collective: Revolutionizing the Construction Industry

22:26 Challenges in the Construction Sector34:33 Raising Capital and Pitching to Investors

51:36 Future Plans and Industry Impact

#NewBarbariansPodcast #TradesmenCollective #ConstructionTech #BlueCollarInnovation #FintechForContractors #SmartContracts #EscrowSolutions #HomeRenovationFraud #Bitcoin #Nvidia #MacroTrends #GoldVsDollar #AIandFinance #StartupJourney #DisruptiveTech #LaborEconomics #BlockchainForTrades #VCFunding #WorkBootsAndWeb3 #FairfieldStartups #RealWorldUseCases

What happens when a meme stock short squeeze meets a 3-million-paper research archive? In Episode 30 of The New Barbarians Podcast, Bill Mann and Mark Connors sit down with Michael Magoulias, Commercial Director at SSRN (Social Science Research Network), to explore how early-stage academic research is shaping markets, technology, regulation—and your portfolio.From short interest factors and retail-driven squeezes to AI-curated research workflows and the philosophy of Plato, this episode traverses the evolving relationship between ideas, capital, and power. Michael reveals why SSRN is a leading indicator for innovation, and how ideas—when identified early—can become alpha-generating strategies long before they hit peer-reviewed journals.The conversation dives deep into:- The shrinking alpha window after publication (McLean & Pontiff’s “Does Academic Research Destroy Stock Return Predictability?”)- Meme stocks, short squeezes, and Reddit as a market force- SSRN as a “research data” source for investors- Societal impact, metadata, and how research is influencing regulators, journalists, and CEOs- C.S. Lewis, Plato, and what it means to chase “ideal forms” in investingWhether you're a hedge fund quant, academic, journalist, or just someone looking to peer behind the curtain of financial innovation—this episode is a must-listen.🔗 Follow Our Work:📜 Substack: New Barbarians Podcast - https://substack.com/@newbarbarians 📜 Substack: Mark R. Connors - https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/📜 SSRN Pracitioner Quant Research - https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/researchTwitter - thenewbarbarianspodcast (@thenewbarbpod) / XChapters00:00 Character Development in Acting01:10 Introduction to SSRN and Academic Insights02:51 Market Trends and Short Interest Factors07:29 The Role of Data in Financial Markets14:34 The Impact of Legislation on Market Dynamics18:09 The Evolution of Academic Publishing24:54 The Value of Ideas vs. Data30:21 Exploring the Influence of Literature on Investment32:35 The Role of Research in Academic and Corporate Spheres35:40 Metrics and Impact of Research Publications39:05 Understanding Societal Impact in Research42:28 Bridging the Gap Between Academia and Practice45:46 The Evolution of Ideas and Financial Exploration49:15 Challenges in Modern Research Publishing#NewBarbariansPodcast #SSRN #MichaelMagoulias #AcademicAlpha #QuantResearch #ShortInterest #MemeStocks #FactorInvesting #LeadingIndicator #OpenAccess #FinancialResearch #SocietalImpact #AIinFinance #CognitiveAlpha #IdeasThatMatter #AcademicPublishing #Plato #CSLewis #DigitalAssets #QuantitativeFinance #EarlyStageResearch #BillMann #MarkConnors #FinancePhilosophy