Best Financial Copilot Podcasts (2026)

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Meta's AI Agent Plan, Grok's Perversion, Prison Of Financial Mediocrity 49:07

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23h ago49:07

49:07

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Meta buys Manus 2) Is the Manus deal an enterprise play? 3) What Meta could do with consumer AI agents 4) Why consumer AI agents are a good advertising strategy for…

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5 Practical AI Workflows That Actually Matter 33:51

5h ago33:51

33:51

Might internal memos be a thing of the past? When you can just build something as fast as writing a memo about it, why wouldn't you just build the demo? In this episode of Everyday AI, we sit down with Google Cloud’s Richard Seroter to break down five simple ways to use AI with Google. No technical background needed. We talk faster research, better…

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Google Sheets and Gemini: 5 ways to use Gemini AI to save time and work smarter 39:07

1d ago39:07

39:07

Bet you didn’t know you could do THAT in Google Sheets. 👀 You mighta slept on this the past few months, but AI functions are live inside of Google Sheets thanks to Gemini. I know what you're saying... AI functions? I can barely spread the sheets! Lolz. That's the beauty of it. With a simple =AI of your keyboard, you can talk to your spreadsheets in…

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The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff 35:07

3d ago35:07

35:07

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Sasha Orloff, CEO of Puzzle, to discuss the future of accounting and how AI is poised to transform the finance industry. Sasha Orloff shares his journey from founding LendUp and Mission Lane to building Puzzle, an innovative accounting software platform designed …

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Best of Big Technology: Demis Hassabis On AGI, Deceptive AIs, Building a Virtual Cell 57:33

3d ago57:33

57:33

Demis Hassabis is the CEO of Google DeepMind. He joined Big Technology Podcast in early 2025 discuss the cutting edge of AI and where the research is heading. In this conversation, we cover the path to artificial general intelligence, how long it will take to get there, how to build world models, whether AIs can be creative, and how AIs are trying …

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#140 - From Goals to Execution: A Year-End Playbook 23:44

4d ago23:44

23:44

Tait Duryea and Ryan Gibson close out 2025 by pulling back the curtain on how high performers actually plan, execute, and stay intentional across money, business, and family life. From Spartan’s acquisition pace and Turbine’s investor roadmap to family board meetings, goal frameworks, and habit formation, this episode offers a grounded look at what…

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Who Gets Written Out of the AI Future? 27:07

2d ago27:07

27:07

One of the scariest parts of AI? 😰 Who (or what) gets left out. As a result, LLM outputs are heavily skewed toward the perspectives and content most common in their training data and the people who supervise them. Which is almost always an absolutely terrible thing. So, who gets written out of the AI future? And how do we fix it? Join us to find ou…

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Why Post-Merger Integrations Fail Without Data Governance - Sandro Venturini of UBS 17:29

13h ago17:29

17:29

Today's guest is Sandro Venturini, Executive Director at UBS Asset Management Switzerland. Sandro brings deep expertise in fund structuring, cross-border launches, and data integration for financial services. Sandro joins Emerj Editorial Director Matthew DeMello to explore how fragmented fund data creates silos in mergers and launches, and how a si…

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NVIDIA’s $20 billion AI bet, Amazon adds big AI partners, Microsoft’s Copilot failures and more 30:38

3d ago30:38

30:38

A $20 billion AI deal while you were away? 🤯 Yes. Even though this week may be considered a 'slower' week in AI news..... ↳ NVIDIA made a splash with a $20 billion pseudo acquisition ↳ Amazon partnered with some big names for its Alexa+ and ↳ Microsoft's Copilot is reportedly struggling so much that its CEO is acting as a product manager. Miss anyt…

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Alex And Ranjan's 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom 24:15

8d ago24:15

24:15

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) AI agents start to work 2) ChatGPT hitting 1 billion users 3) AI shopping takes off 4) Ranjan gets a folding phone 5) Apple's best year ever 5) AI love boom arrives…

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#139 - How to Run Single-Family Rentals Like a REIT with Matthew Whitaker 47:33

10d ago47:33

47:33

What if managing rentals like an institution is the key to higher returns and less stress? Hosts Tait Duryea and Ryan Gibson talk with Matthew Whitaker, founder of Evernest, about scaling property management with systems, data, and AI. From HELOC-driven growth to managing 20,000 homes nationwide, this conversation breaks down why professional opera…

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How Finance Teams Can Solve the Monday Morning Problem with Real-Time AI - Ian Wong 13:56

10d ago13:56

13:56

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Ian Wong, co-founder and CEO of Summation, a cutting-edge AI platform designed to help enterprise leaders navigate complex data and make smarter business decisions. Ian shares his journey from CTO at Opendoor to founding Summation, inspired by his frustration wit…

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2025 In Review, 2026 Predictions — With Reed Albergotti 43:23

10d ago43:23

43:23

Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta’s superintelligence gamble, Google’s Gemini push, OpenAI’s model race, and the rise of AI companions. We also discuss Tesla’s self-driving moment of truth, Nvidia’s upside a…

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ChatGPT Ads: 9 Reasons why personalized ads are coming to ChatGPT soon. (Replay) 44:32

10d ago44:32

44:32

ChatGPT ads are coming y'all. 📰 They’re gonna be both crazy intrusive yet also pretty useful. That’s a given. But the real hot take here: personalized ChatGPT ads are actually gonna change how the internet works and conversational commerce is going to be the new norm. Every single company — including yours — is going to have to quickly adapt. We la…

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Scaling Enterprise Productivity Through Agentic AI and Workflow Automation - with Kuo Zhang of Alibaba.com 21:25

11d ago21:25

21:25

Today's guest is Kuo Zhang, President of Alibaba.com. Alibaba.com is a global B2B marketplace connecting small and mid-sized businesses with manufacturers and suppliers worldwide. Kuo joins Emerj Editorial Director Matthew DeMello for an exclusive interview following his keynote address at this year's CoCreate event in Las Vegas to discuss how agen…

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What Surprised Us Most In 2025 30:22

12d ago30:22

30:22

2025 was the year AI stopped feeling chaotic and started feeling buildable. In this Lightcone episode, the YC partners break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started.…

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ChatGPT’s Image 1.5 winning, Google launches Gemini 3 Flash, Meta going after Google and more 34:42

11d ago34:42

34:42

You're winding down for the year? 🥱 AI had one its biggest weeks yet, so listen up before you clock out. Yeah, we're winding down for the holidays in the U.S. Buuuuuuuut, we had huge releases from OpenAI, a shocking model from Google, and news that Meta maybe going after Nano Banana. Sleep through this week, and you'll wake up in 2026 feeling month…

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OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence 42:02

14d ago42:02

42:02

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Recap of my Sam Altman interview 2) OpenAI's memory play 3) Deepening relationships between people and chatbots 4) Could an all-knowing AI assistant work? 5) Model vs. product revisited 6) OpenAI's enterprise play 7) The infrastructure bet 8) OpenAI's fo…

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Ep 677: The 3 Big Obstacles Holding AI Adoption Back 33:04

14d ago33:04

33:04

Jeetu Patel knows a few AI secrets. As the President of one of the largest companies in the world, he's helped pave the AI adoption roadmap. At Cisco, they provide full-stack, enterprise AI solutions spanning infrastructure, security, observability, and operations to the world's largest companies. So naturally, Jeetu could write a legit playbook on…

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Rewiring Systems to Scale AI From Demos to Deliverables - Nina Edwards of Prudential Insurance 28:06

15d ago28:06

28:06

Today's guest is Nina Edwards, Vice President of Emerging Technology and Innovation at Prudential Insurance. With decades of experience driving strategy, innovation, and AI-enabled growth at leading financial and consulting firms, Nina brings deep expertise in applied intelligence and emerging technology. Nina joins Emerj Editorial Director Matth…

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How A Finance Manager Uses Copilot To Fix Payments And Save Hours with Sirajuddin Mohammed 12:43

16d ago12:43

12:43

Ever stared at an error message with no clue how to fix it? Me too… In this episode, I talk to finance manager and ACCA accountant Sirajuddin Mohammed about the moment Copilot helped him fix a failed BACS payment and turn panic into pure relief. Siraj shares how he uses Copilot safely at work, from debugging Excel formulas to building PowerPoint sk…

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Sam Altman: How OpenAI Wins, AI Buildout Logic, IPO in 2026? 59:52

16d ago59:52

59:52

Sam Altman is the CEO of OpenAI. Altman joins Big Technology Podcast to discuss OpenAI's plan to win in a tightening AI race. Altman dissects his company's strategy, where he sees OpenAI having an advantage, and where he expects his product lineup to go in 2026 and beyond. We discuss AI memory and personalization, the distribution vs. product debat…

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2025 AI Roadmap Rewind Human vs Machine, AI Models Shrink, and AGI No One Noticed 47:51

15d ago47:51

47:51

Did AI end up being a political force this year? 🤔 Did AI kill start to kill off influencers? Did we achieve AGI in 2025? We take our AI predictions seriously. And in January of this year, we made some kinda hot-take predictions about the above and more. How did we do? Tune in for Part 2 of our 2025 AI Roadmap Rewind as we give a State of AI and se…

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Accelerating Speed to Value through Agentic Systems and Intelligent Automation in Life Sciences - with Robert Wenier of AstraZeneca 35:16

16d ago35:16

35:16

Today's guest is Robert Wenier, Global Head of Cloud and Infrastructure at AstraZeneca. Robert leads enterprise cloud, infrastructure, and platform strategy across a highly regulated, data-intensive global organization. Robert joins Emerj CEO and Head of Research Daniel Faggella to discuss how enterprise data and AI architectures are shifting from …

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CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market 44:09

17d ago44:09

44:09

Jim Cramer is the host of CNBC's Mad Money and author of How To Make Money In Any Market. Cramer joins Big Technology Podcast to talk through hot takes the top tech names: Apple, Amazon, Meta, OpenAI, NVIDIA, Microsoft, Tesla, Coreweave, and more. We discuss whether NVIDIA can hit $10 trillion, whether Tesla needs self driving to work, whether Open…

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#138 - How to Vet Deals, Operators, and Advisors the Right Way with Mat Sorensen 52:04

17d ago52:04

52:04

Tait Duryea and Ryan Gibson sit down with Mat Sorensen of Directed IRA to tackle one of the most common investor questions: Who do you actually trust when investing in alternative assets? The conversation breaks down how to vet operators, assess risk, understand leverage, and use self-directed retirement accounts responsibly. Mat shares real-world …

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How Intelligent Is AI, Really? 11:59

17d ago11:59

11:59

ARC-AGI is redefining how to measure progress on the path to AGI - focusing on reasoning, generalization, and adaptability instead of memorization or scale. During this month's NeurIPS 2025 conference, YC's Diana Hu sat down with ARC Prize Foundation President Greg Kamradt to find out why most AI benchmarks fail, how ARC-AGI reveals the limits of t…

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Creative Frameworks for Problem-Solving with Generative AI 27:49

16d ago27:49

27:49

Don't lie -- when you open ChatGPT, you're looking for a quick copy-and-paste solution. We've all been there. What if I told you that was kinda the worst way possible to use some of the world's most powerful technology. Spoiler alert: it kinda is. Make sure to catch today's episode for some creative frameworks to change how you use LLMs. Creative F…

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How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong 37:22

17d ago37:22

37:22

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ian Wong, co-founder and CEO of Summation, to talk about one of the most frustrating challenges in finance and analytics: getting timely, trustworthy answers to basic business questions. Ian shares the story behind what he calls the “Monday Morning Problem” and e…

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Governing AI for Fraud, Compliance, and Automation at Scale - with Naveen Kumar of TD Bank 22:06

17d ago22:06

22:06

Today's guest is Naveen Kumar, Head of Insider Risk, Analytics, and Detection at TD Bank. With deep expertise in financial crime and risk analytics, he offers a frontline view into how regulated institutions manage AI securely at scale. Naveen joins Emerj Editorial Director Matthew DeMello to discuss the foundations required for responsible AI adop…

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Why Physical AI Needed a Completely New Data Stack 1:00:52

18d ago1:00:52

1:00:52

The future of AI is physical. In this episode, Lukas Biewald talks to Nikolaus West, CEO of Rerun, about why the breakthrough required to get AI out of the lab and into the messy real world is blocked by poor data tooling. Nikolaus explains how Rerun solved this by adopting an Entity Component System (ECS), a data model built for games, to handle c…

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From AI Agent Orchestrators to Deepfakes. The New Tech Order 45:02

17d ago45:02

45:02

We don't do AI predictions lightly. Everyday AI is trusted by millions each year to help guide them through the muddy AI waters. So in the same way you'd want transparency out of your AI models, we're rolling back the clock on our January 2025 AI predictions we dished with our Roadmap Review. We're busting out the receipts. At the time, these AI pr…

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Transparency for AI Systems, Regulations, and Humans in Agricultural Manufacturing - with Kun He of Bayer 35:24

18d ago35:24

35:24

Today's guest is Kun He, Lead Scientific Advisor at Bayer Crop Science. He joins Emerj Editorial Director Matthew DeMello to discuss how AI is transforming human talent and workforce development in agricultural manufacturing, balancing data-driven efficiency with the irreplaceable role of human gut instinct. Kun also explores practical takeaways, s…

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OpenAI releases GPT-5.2, Trump stops states from regulating AI, big AI rivals team up and more 38:43

18d ago38:43

38:43

Weird week in AI. 🤪 OpenAI partners with..... Disney? Goofy. Meta might go ..... close source? Avocado. And Adobe's brining Photoshop to..... ChatGPT? Print that. Tons of movement. We've got you covered with this week's AI News That Matters. OpenAI releases GPT-5.2 and teams up with Disney, Trump signs order to stop states from regulating AI, big A…

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Why Granular Visibility and Data Control Determines AI Success in Financial Services - with Chris Joynt of Securiti 30:24

19d ago30:24

30:24

Today's guest is Chris Joynt, Director of Product Marketing at Securiti. Securiti is a leader in AI-powered data security, privacy, and governance across hybrid and multi-cloud environments. Chris joins Emerj Editorial Director Matthew DeMello to explore why trust in data remains the defining challenge for AI in financial services, and how institut…

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OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble 51:55

22d ago51:55

51:55

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI to prioritize enterprise in 2026 2) Is the AGI dream over? 3) Could OpenAI's enterprise push help it fund infrastructure? 4) Alex is on team product? 5) Can OpenAI design for consumer and enterprise at the same time? 6) Erotic ChatGPT is coming in…

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The End of the Designer–Engineer Divide 42:19

22d ago42:19

42:19

Head of Design Ryo Lu helped transform Cursor from a feature-layer on top of VS Code into one of the world's leading AI code editors.He joins YC's Aaron Epstein on Design Review to talk about the path that brought him to Cursor, how rapid prototyping reshaped the core product and how he's breaking down the barriers that once separated designers and…

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The AI Training crisis: Why companies are spending money on AI but not educating 28:36

21d ago28:36

28:36

AI investments? Everywhere. AI training? ....... 🔭 Why are enterprises so quick to throw insanely large stacks of cash at any AI project or software, but neglect ongoing employee training and education? And what should we do about it? Join us to find out. The AI Training crisis: Why companies are spending money on AI but not educating -- An Everyda…

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From Automation to Agents: Why Weak Data Makes AI Guess 25:48

22d ago25:48

25:48

Algorithms and automations have been buds for a decade plus. 🤝 But the old 'smart' automations were rigid. If one thing was wrong, the automation would bust. But with LLM-powered agents? Those automations are different. If something's wrong, the agent might just..... guess. 😳 Weak data = weaker outcomes. Here's how to fix it when agents come first …

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AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell 57:14

24d ago57:14

57:14

Melia Russell is a senior correspondent at Business Insider. She joins Big Technology Podcast to discuss how AI services are already making inroads in the legal profession, helping lawyers dig through countless documents via natural language search and compression weeks long research processes into minutes. We discuss what's happening, how it's imp…

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From Pivot Hell To $1.4 Billion Unicorn 38:46

24d ago38:46

38:46

In just a few years, James Hawkins took PostHog from an idea hacked together right before YC's W20 deadline to a unicorn powering product analytics for thousands of teams. He joins YC's Brad Flora to talk about surviving six months of "pivot hell," why open-source analytics was the breakthrough, and how PostHog grew from fighting for its first user…

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Claude Skills: How to build Custom Agentic Abilities for beginners 42:47

23d ago42:47

42:47

Capabilities? Through the roof? Usage? Ground floor. Claude Agent Skills might be one of the most useful features of any front-end LLM. Yet....it's crickets in terms of chat around it. For this 'AI at Work on Wednesday' episode, we're breaking it down for beginners and will have you spinning up your own Claude Agent Skills in no time. Claude Skills…

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ERP and AI Failures Finance Pros Face Without Data and Process Governance with Cindy Vindasius 16:55

24d ago16:55

16:55

In this episode of The Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Cindy Vindasius, an expert in accounting and process transformation with over 30 years of experience in the Silicon Valley ecosystem. Cindy, the founder and CEO of her advisory practice, shares her expertise on ERP implementations, system transformations…

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#137 - Revocable Vs. Irrevocable Trusts: What Pilots Must Know with Adam Kintigh 56:01

25d ago56:01

56:01

Clarity and control for the wealth you’re building. Tait Duryea and Ryan Gibson sit down with asset protection expert Adam Kintigh for his third appearance to break down one of the most misunderstood pieces of a pilot’s financial plan: the revocable living trust. Discover how to structure your trust, avoid probate disasters, protect your heirs from…

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OpenAI's Code Red: Is Google taking ChatGPT's Crown? 44:33

25d ago44:33

44:33

OpenAI is (reportedly) in full panic mode. 🚨 All hands on deck, Code Red status. So.... what happened? How did OpenAI go from defining the AI category to getting beat by competitors they once trounced? And, is it too late for them to turn it around? Or will Google permanently take the AI crown? Tune in... we've got hot takes. OpenAI's Code Red: Is …

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Rethinking Clinical Trials with Faster AI-Driven Decision Making - with Shefali Kakar of Novartis 20:39

25d ago20:39

20:39

Shefali Kakar, Global Head of PK Sciences and Oncology at Novartis, returns to the AI in Business podcast to discuss how AI is reshaping the earliest and most critical phases of drug development—where strategic investment decisions are made long before a clinical trial begins. Together with Emerj Editorial Director Matthew DeMello, Shefali explores…

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Human-Centered Innovation Driving Better Nurse Experiences - with Umesh Rustogi of Microsoft 27:42

25d ago27:42

27:42

Today's guest is Umesh Rustogi, General Manager of Dragon for Nursing, Microsoft Health & Life Sciences. Umesh joins Emerj Editorial Director Matthew DeMello to explore how nursing workflows are straining under documentation burden, and how ambient AI is being built — not repurposed — to fit the realities of frontline care. The conversation also ex…

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AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers 1:04:06

26d ago1:04:06

1:04:06

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI Device Wars are here 2) Apple loses its head of user interface design 3) Meta's chances in the AI device wars 4) Apple's Ai device will only be as good as the assistant 5) OpenAI's AI device could work? 6) Amazon's Alexa+ is underrated 7) Google Glass…