HeyJaredThe Hedgineer Podcast
The Hedgineer Podcast explores the world of finance, hedge funds and prop trading by looking at the technology that is used to build it. We interview the brightest minds in industry to discuss where they see the technology in the space going and how it is shaping the industry.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Slowdowns, Service Accounts, and the Return of Email | S3E20 (opens the original)
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OpenAI and Anthropic are calling for a slowdown in frontier AI development. Nvidia and Meta are not. The line runs between companies whose revenue depends entirely on frontier research and companies with tested businesses underneath them. Jhanvi and Michael take apart the incentives behind the debate, and they cover everything from the moat heavier regulation would build for larger players to the data center fights in states like Michigan, where towns are debating whether these centers do more h
What's the Future of Data Engineering in an AI World? S3E19 (opens the original)
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Data engineering in asset management was always a context problem, not a technology problem. The analyst knows what the data means, the data scientist knows how to query it, and the data engineer sits two steps removed from the domain, building pipelines against a business problem nobody translated cleanly. Michael and Jhanvi make the case that AI collapses that chain: you can now apply context at the last mile, at inference time, instead of spending the first 99 miles encoding it into a warehou
Building AI Got Cheap. Building It Well Got Expensive | S3E18 (opens the original)
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Hedgineer's annualized AI bill has grown past $1M, which brought back up a long-running internal discussion at the company: how do you measure ROI on a token? Michael and Jhanvi work through both layers of the problem. The first is instilling good AI hygiene practices across the company — encouraging thoughtful model selection, session discipline, keeping irrelevant context out of the window to optimize on cost. The second is harder. Tag every session to the feature, product, or service it produ
Can the Marketplace Be Worth More Than the AI Models? S3E17 (opens the original)
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Stripe just bought OpenRouter for over $7B. At first glance, a payments company acquiring a model proxy for that much money sounds strange, until you consider what Stripe sees. It watches spend across a very large customer base, and AI spend is rising at an exponential pace. When inference becomes something you shop for rather than something you're locked into, owning the venue where tokens get priced starts to look not just strategic, but immensely lucrative. Underneath the deal is a question e
Can AI Turn You Into a Creative? S3E16 (opens the original)
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Michael and Jhanvi have never edited a video before, and this week they built an entire marketing campaign. They walk through the whole pipeline: Claude Code turning a long prompt about the product into a storyboard of 12 to 16 shots, generating a color scheme and reusable SVG characters, routing clip generation through Runway to Veo, Kling and Seedance, then pulling narration and a score timed to the story from ElevenLabs before stitching it all together with Remotion. Two days to build the pro
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