Welcome to the fascinating world of 'Trading Tomorrow - Navigating Trends in Capital Markets,' where finance, cutting-edge technology, and foresight intersect. In each episode, we embark on a journey to unravel the latest trends propelling the finance industry into the future. Join us as we dissect how technological advancements and market trends unite, shaping the strategies that businesses, investors, and financial experts rely on. From the inner workings of AI and ML to the transformative ...
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The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sect ...
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Get the insights you need to maximize your profitability this week. Welcome to OPTIMAL INSIGHTS, brought to you by Optimal Blue. Join our experts as they explore the latest real-time rate data and provide essential commentary spanning from originations to capital markets – insights you need to hear as you start your week. Designed for mortgage professionals, from originators to investors and everyone in between, each episode offers valuable information to help you maximize profitability and ...
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Welcome to Private Capital Markets, a podcast by the Private Capital Markets Association of Canada or PCMA. This podcast focuses on capital raising, securities registration and compliance, and private placements in Canada. It's designed for entrepreneurs, exempt market dealers, dealing representatives of exempt market dealers, investment dealers, portfolio managers, advisors, lawyers, accountants, and industry professionals. Private Capital Markets is your essential guide to navigating the p ...
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Unfiltered commentary on the capital markets. Raw and uncut covering topics across business, finance, and the economy.
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This podcast is jam packed with information on how to do larger commercial real estate deals
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Trust, Regulation, and the Rise of Crypto Banking
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32:23As crypto continues to evolve beyond speculation and into regulated finance, a new class of institutions is emerging. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Pavel Jakovlev, Head of Product Innovation & Growth at AMINA, one of the world’s only fully regulated crypto-native banks. From…
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Market Pulse, Global Headlines & Behind the Scenes of the Optimal Blue Hackathon | Optimal Insights | June 23, 2025
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43:08The Fed, Iran, and... wait, what's a hackathon? In this week’s episode of Optimal Insights, Jim Glennon, Jeff McCarty, Alex Hebner, and Kevin Foley discuss the Fed’s cautious stance on interest rates, labor market signals, and geopolitical tensions in the Middle East. Later in the episode, Jim Glennon and Kevin Foley explore the outcomes of Optimal…
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Reimagining Investor Engagement Through Agentic AI
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16:58Imagine an AI that doesn’t just respond, it thinks, acts, and drives results. That’s the promise of agentic AI, and it’s already shaking up the world of investor communications. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle chats with Chris Cummings, Chief Strategy Officer at InvestorFlow, about how thi…
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The Cost of Borrowing: How Personal & Public Spending Shape Interest Rates | June 16, 2025
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31:35In this episode, the Optimal Insights team explores how rising personal and public debt levels are influencing interest rates and shaping the broader economic landscape. The discussion covers inflation trends, the Fed’s upcoming decisions, and the impact of geopolitical tensions on energy prices. The team also examines AI’s effect on electricity de…
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The Potential Future of Portfolio Management with Agentic AI
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35:11With volatility at levels high and risks evolving faster than some team's action plans, investment professionals may need a new approach. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Rajiv Bhat, CEO and Co-Founder of Martini.ai, to explore how AI-powered scenario modeling is transforming c…
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The Art of the Complex Loan: Vince Zenner on Non-QM Strategy | Market Updates | June 9, 2025
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39:04In this episode, the Optimal Insights team dives into the latest economic indicators, including employment data, inflation expectations, and treasury auctions. They explore the implications of recent job market trends, AI’s impact on entry-level employment, and the broader economic sentiment. A major focus is the growing momentum in the non-QM (non…
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Blockchain Capital Markets Transformation with Laurent Benayoun
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31:18Is Blockchain steadily reshaping the world of capital markets? In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle and Emily Drooby sit down with Laurent Benayoun, CEO at Acheron Trading, to unpack how blockchain is driving real-world change in institutional finance. From settlement efficiency and regulatory compl…
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Global Pressures, Sticky Rates: Forces Driving Interest Rates Higher | Optimal Insights | June 2, 2025
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26:24In this episode of Optimal Insights, Jim Glennon is joined by Jeff McCarty and Alex Hebner to discuss why interest rates remain stubbornly high and what it means for the mortgage industry. The team explores inflation trends, global debt pressures, and the structural shifts reshaping the long-term rate environment. Key Topics: Market Snapshot: OBMMI…
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How Interval Funds Are Opening Private Markets to Everyone
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30:19Private markets are no longer reserved for institutional giants. In this episode, Kimberly Ann Flynn, President of XA Investments, joins host Jim Jockle to explore how interval funds and fintech innovation are unlocking access to private equity, private credit, and real asset strategies for everyday investors. From inflation protection to diversifi…
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Market Disruptors, GSE Shakeups, and Insights from the MBA Secondary Conference | Optimal Insights | May 27, 2025
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37:48In the May 23 episode of Optimal Insights, host Jim Glennon is joined by Alex Hebner, Vimi Vasudeva, and Kimberly Melton to discuss the latest developments in the mortgage industry, including market volatility, policy shifts, and key takeaways from the MBA Secondary Conference in New York City. Key Insights: Market Update & Economic Trends Interest…
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The Rise of AI Agents in Capital Markets
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30:26In this thought-provoking episode, fintech innovator and AI evangelist Peter Swain joins host Jim Jockle to unpack the rise of agentic AI and its sweeping impact on capital markets. Swain shares a pragmatic roadmap for embracing this shift, starting not with grand-scale disruption but with small, high-impact wins—like automating supplier registrati…
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AI Unpacked: Leveraging AI to Transform Mortgage Operations | Optimal Insights | May 19, 2025
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41:15In the May 19 episode of Optimal Insights, host Jim Glennon is joined by James Cahill, Kevin Foley, and Shawn Chandwani for a discussion on the current economic landscape and the transformative role of artificial intelligence (AI) in the mortgage industry. Key Insights: Market Update & Economic Trends Inflation Metrics: The Consumer Price Index (CP…
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Inside Enterprise Messaging: Bloomberg IB, Agents, Bots & Beyond (w/ Damian Sasso)
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54:49What is your chat strategy report: https://ipushpull.com/report/what-is-your-chat-strategy-download In this episode of Capital Markets FinTech Forum, Matthew Chung (CEO of ipushpull) sits down with Damian Sasso (Group Product Manager at PolyAI) to explore the past, present, and future of chat platforms in financial markets. With over two decades of…
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The Rise of Agentic AI and How It Changes Everything
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20:45What happens when AI stops asking for instructions and starts acting on its own? In this episode, we explore the rise of Agentic AI with expert Enver Cetin Listen as he and host, Jim Jockle, breaks down what makes Agentic AI different from traditional models, why it’s revolutionizing industries, and how businesses can build trust and governance aro…
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Fed Announcements and Trade Deals: Seeking Clarity in Economic Uncertainty | May 12, 2025
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24:38In the May 12 episode of Optimal Insights, Optimal Blue experts Jim Glennon, Jeff McCarty, and James Cahill discuss recent economic developments, including the Federal Reserve's latest rate decisions, the impact of tariffs on the economy, and the surprising agreement with China on tariffs. They also cover market conditions, the state of the mortgag…
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The Power Behind AI: Off-Grid, Zero-Water Data Centers Are Here
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28:34As AI demands skyrocket, the true bottleneck may not be models or chips—but power. In this episode, Yuval Bachar, the founder and CEO of EdgeCloudLink, unveils the infrastructure crisis behind AI. But could hydrogen-powered, off-grid, zero-water data centers be the solution? Find out during this episode of Trading Tomorrow – Navigating Trends in Ca…
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Recent Trends in Mortgage Servicing and Upcoming Fed Announcements | May 5, 2025
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31:04In the May 5 episode of Optimal Insights, Optimal Blue experts Jeff McCarty, Kevin Foley, and Alex Hebner discuss recent economic data, including non-farm payroll numbers, GDP figures, and the Federal Reserve's upcoming rate decisions. Later in the episode, Jeff and Vimi Vasudeva discuss the latest developments in the mortgage servicing rights (MSR…
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Exploring the Rise of Actively Managed Certificates (AMCs)
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23:20Actively Managed Certificates (AMCs) are becoming more visible in global markets, with applications that range from traditional securities to alternative assets like real estate, collectibles, and even digital tokens. In this episode, host James Jockle speaks with Rico Blaser and Stefan Wagner of vestr A.G., to examine the structure of AMCs, what’s…
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Wells Fargo's Kevin Jackson on Tariffs, Stagflation, and the Future of Housing | April 28, 2025
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45:18In this week’s episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends. Special guest Kevin Jackson from Wells Fargo joins to provide an in-depth analysis of tariffs, their impact on inflation and stagflation, and the Fed's potential responses. Key Points: Market Trends: Jim Glennon and Alex Hebner a…
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The Blockchain Revolution in Finance
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16:39Blockchain technology has evolved from a buzzword to becoming the backbone of financial infrastructure, with institutions putting serious resources into distributed ledger technologies to enhance efficiency, transparency, and ownership concepts. In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, we rewind the clock to explo…
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From ChatGPT to Market Manipulation: The AI Revolution in Capital Markets
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28:27Artificial intelligence has evolved from a cutting-edge concept to a vital force in capital markets—reshaping strategies, streamlining decisions, and making prompt engineering a must-have skill for today’s financial professionals. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, we revisit key AI trends and bold predictio…
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Navigating Economic Policy Conflicts: The Fed & the White House | April 21, 2025
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25:14In this week’s episode of Optimal Insights, Jeff McCarty, Kevin Foley, and Alex Hebner discuss the latest market trends, including the impact of tariffs and the dynamics between the Federal Reserve and the executive branch. They share their expert opinions and insight into how these factors are shaping the industry and the broader economic landscap…
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Market Update & Mastering Mortgage Closing Costs With Lodestar CEO Jim Paolino | April 14, 2025
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35:21In this week's episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends and the impact of tariffs, providing crucial insights into how these factors are shaping the mortgage industry. Later, Jim Paolino, CEO of Lodestar, and Kevin Foley join Jim for a discussion about accurate fee management, highligh…
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BONUS: Navigating Tariff Changes: Impact on the Mortgage Industry With Chris Maloney
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32:51In this bonus episode of Optimal Insights, Jim Glennon, Alex Hebner, and special guest Chris Maloney discuss the impact of recent tariff changes on the mortgage industry. Jim Glennon, vice president of hedging and trading and client services at Optimal Blue, hosts this bonus episode. He is joined by Chris Maloney, mortgage strategist, and Alex Hebn…
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This Week's Market Turbulence: Key Insights | April 7, 2025
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28:07Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss recent market turbulence, including significant movements in equity markets, bond rates, and energy prices. They explore the implications of new US tariffs and retaliatory measures from countries like China, discussing how these actions might affect global trad…
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Transforming Mortgage Challenges into Opportunities with Dale Vermillion | March 31, 2025
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50:03Welcome to this week’s episode of Optimal Insights. In this episode, join Jim Glennon, Jeff McCarty, and Alex Hebner as they discuss the current market and the potential impacts of the implementation of tariffs on April 2 (referred to as Liberation Day by the current administration). The team also discusses the monumental $9.4 billion acquisition o…
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Navigating Economic Uncertainty and Rising Delinquencies | March 24, 2025
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31:56Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the latest economic trends and their impact on the mortgage industry. Host Jim Glennon, joined by experts Alex Hebner and Vimi Vasudeva, covers key topics such as the recent Fed meeting, the implications of rising delinquencies on government loans, and the effe…
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How Tariff-Induced Volatility is Impacting Market Rates | March 17, 2025
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31:25Welcome to this week’s episode of Optimal Insights. In this episode, Jim Glennon, Alex Hebner, and Ben Larcombe discuss the current state of the market, focusing on volatility, the impact of tariffs, inflation trends, and consumer sentiment. They analyze how these factors influence economic projections and the Federal Reserve's potential actions. T…
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Insights from Down Payment Resource CEO Rob Chrane | Current Market Volatility | March 10, 2025
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43:34Welcome to this week’s episode of Optimal Insights. In this episode, host Jim Glennon and cohosts discuss the past week's market volatility. They cover employment trends and rising consumer debt, providing a comprehensive overview of the current economic landscape. Later, they are joined by special guest Rob Chrane, CEO of Down Payment Resource, wh…
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Market Movers: Unpacking Housing Economics | March 3, 2025
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34:47Welcome to this week’s episode of Optimal Insights! In this episode, our experts share the latest economic data and the key takeaways from the HousingWire Housing Economic Summit. We break down the current economic indicators, including a promising trend in mortgage rates, which are hovering around 6.6%, a level not seen since early this year. The …
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Economic Landscape Unpacked: Q1 2025 Review (So Far) | Feb. 24, 2025
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26:14Welcome to this week’s episode of Optimal Insights. Jim Glennon, Jeff McCarty, and Alex Hebner kick things off by discussing the current mortgage rates, which have hovered around the mid to high sixes, making it challenging for any significant refinancing activity to take off. Both consumer and homebuilder sentiments have taken a hit, reflecting br…
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BONUS: Driving Profitability & Innovation at No Additional Cost – Joe Tyrrell | Optimal Blue Summit 2025
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27:30At the first annual Optimal Blue Summit, Joe Tyrrell, CEO of Optimal Blue, reflects on past industry challenges, the importance of preparation, and the rapid advancements in technology. He shares insights on Optimal Blue's new core competencies, including flexibility, transparency, innovation, value, and control, all aimed at increasing profitabili…
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Understanding Builder Forward Commitments in Today's Market | Feb. 18, 2025
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29:42Welcome to this week’s episode of Optimal Insights. Join Jim Glennon, Ben Larcombe, and Jeff Casella as they dive into the pressing issues facing today's market, with a special focus on how high inflation is impacting mortgage rates. Jim kicks off the episode by exploring how the current economic environment is shaping builder strategies, particula…
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Essential Economic Insights | Sasha Hewlett Discusses the MBA's 2025 Focus | Feb. 10, 2025
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36:04Welcome to this week’s episode of Optimal Insights. In this episode, Jim Glennon and Alex Hebner discuss the current state of the market, focusing on the recent dip in mortgage rates and its implications for all of us. Special Guest: Sasha Hewlett, associate vice president of secondary & capital markets at the Mortgage Bankers Association, joins us…
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BONUS: Optimal Blue Summit Recap: Product Launches, Key Insights, and More
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35:45Welcome to this bonus episode of Optimal Insights. Recorded on-site at the inaugural Optimal Blue Summit, Jim Glennon, Vimi Vasudeva, and Kevin Foley shared some insights from our general sessions and breakout sessions. The team also discussed the seven product announcements unveiled live at the first general session with Optimal Blue CEO Joe Tyrre…
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From Tariffs to AI Tech: What’s Shaping the Market Today | Feb. 3, 2025
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28:52Welcome to this week's episode of Optimal Insights! In this episode, our experts discuss the current state of the economy, the impact of tariffs, and the latest advancements in artificial intelligence. Recent data indicates that interest rates remain resilient, and we continue to grapple with inflation—it's quite the rollercoaster ride. Join Jim Gl…
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Harnessing Data and AI: Richard Quigley on the Future of Energy Commodities
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21:30In this episode of the ipushpull podcast, Andrew Capewell, Head of Product at ipushpull, speaks with Richard Quigley, CEO and founder of Ventriks, about his 25-year journey in the energy commodities data space. They explore the evolution of data management, the role of AI in transforming the industry, and the opportunities and challenges posed by e…
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Impact of California Fires on the Industry & Optimal Blue Summit Preview | Jan. 27, 2025
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29:08Welcome to this week’s episode of Optimal Insights! Our experts discuss the current economic landscape, the impact of the California fires on mortgage servicing rights (MSRs), and give an exciting preview of the upcoming Optimal Blue Summit. Discussion Highlights: Economic Resilience and Challenges: Jim Glennon and Alex Hebner discuss the economy's…
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Market Insights | New Market Instrument Launch: Mortgage Rate Futures | Jan. 21, 2025
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32:25Welcome to Optimal Insights. In this episode, Optimal Blue experts discuss the launch of the Mortgage Rate (OB30C) futures contract. This capital markets instrument represents a significant advancement in hedging strategies for lenders, providing a new tool that directly relates to the primary mortgage rate. Jim Glennon, Ben Larcombe, and Kevin Fol…
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Navigating the Markets: Understanding Jobs, Inflation, and Interest Rates | Jan. 13, 2025
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37:07In this episode of Optimal Insights, Jim Glennon, Alex Hebner, and Ben Larcombe discuss the latest economic indicators impacting the mortgage industry. They explore the implications of last week's strong jobs report, rising mortgage rates, and key inflation metrics, providing insights on how these factors influence lending practices and the broader…
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Economic Insights | CapitalW Collective: Empowering Women in Mortgage Finance | Jan 6, 2025
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40:26Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss current economic landscape as we enter 2025, alongside conversation with Amy Creason and Pat Peters about the initiatives of Capital W Collective, an organization dedicated to promoting gender diversity in mortgage capital markets. Jim Glennon and Alex Hebner a…
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Looking Ahead to 2025 & Year-End Market Wrap | Dec. 23, 2024
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31:24Welcome to this week’s episode of Optimal Insights. In this episode, our experts offer an analysis of the economic landscape as we approach the new year. Jim Glennon, Jeff McCarty, and Ben Larcombe discuss the Federal Reserve's recent announcements and their implications for interest rates, highlighting a potential pause in rate cuts moving into 20…
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Reflections on 2024: Economic Trends and Industry Impact | Dec. 16, 2024
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35:44Welcome to this week’s episode of Optimal Insights. This week, our experts reflect on the pivotal events and trends of 2024, providing a comprehensive year-in-review that touches on both industry-specific developments and broader global occurrences. Notably, they discuss the persistent high interest rates and their implications for profitability in…
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Fighting Against Financial Crime with Jennifer Arnold
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29:30In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle sits down with Jennifer Arnold, co-founder and CEO of Minerva, to explore the future of compliance and the evolving role of technology in combating financial crime. Jennifer shares her journey from anti-money laundering expert to RegTech innovator and unveil…
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Tariff Tangle: Tracing the Impact on the U.S. Economy and Housing | Dec. 9, 2024
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29:29Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the intricate relationship between tariffs, inflation, and the mortgage market. Jim Glennon leads a discussion with Jeff McCarty, Alex Hebner, and Kevin Foley, emphasizing how proposed tariffs could significantly impact inflation rates and, consequently, mortga…
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How Technology is Driving Client Engagement in Financial Planning
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29:41In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Patrick Spencer, Managing Director of Moneytree Software, to discuss how emerging technologies can and are reshaping the financial planning landscape. Patrick shares insights into Moneytree's platform, emphasizing personalization, trust, and goa…
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Unpacking the 2025 FHFA Loan Limits | Dec. 2, 2024
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30:44Welcome to this week’s episode of Optimal Insights. In this episode, Optimal Blue experts discuss key economic data, recent cabinet appointments, and their potential impacts, while also highlighting the newly released loan limits for 2025. The episode emphasizes the implications of these loan limits, which have increased significantly, reflecting c…
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The Current Landscape of Mortgage Servicing Rights and Recapture | Nov. 25, 2024
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31:08Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the impact of recent economic data and holiday trading schedules on profitability. Ben Larcombe highlights a notable uptick in existing home sales, marking the first year-over-year increase since 2021, while also cautioning about potential slowdowns due to risi…
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Unlocking AI's Power in Finance with Fawaz Chaudhry
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27:21In this episode of Trading Tomorrow, we explore the groundbreaking ways artificial intelligence is reshaping finance with insights from Fawaz Chaudhry, the Head of Equities for Fulcrum Asset Management. Fawaz provides a rare look at how AI tools are harnessed to interpret complex data, streamline coding, and improve reporting in finance. We delve i…
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Pioneering the ipushpull Web App Experience: Innovation, Flexibility, and Customer-Centric Design
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25:49In this episode of the ipushpull podcast, Andrew Capewell (Head of Product) is joined by David Jones (CTO) and Neil Wetherill (Head of Technical Sales) to discuss the development and impact of the new ipushpull web app. Key Talking Points: Customer-Centric Design: How client feedback shaped the app's configurability and streamlined workflows, enabl…
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