Smarter Retail Investing with AI UX and Fractional Themes

Trading Tomorrow - Navigating Trends in Capital Markets

How do you reduce investor friction without dumbing down the experience? Podcast host, Jim Jockle, sits down with Eric Chu, CEO & Co-Founder, Tradesk Securities, to unpack how AI and behavioral UX can help time-pressed retail investors cut through noise, build better habits, and stay aligned to long-term goals. They dig into trust and transparency in AI-driven advice, notifications that matter, thematic trading paired with fractional shares, and the realities of building compliant, user-friendly brokerage platforms. Eric also looks ahead to a voice-first future where an AI “copilot” monitors portfolios, surfaces what matters, and explains why and how infrastructure, will shape the next wave of AI in finance.

פרקים

1. Introduction to Trading Tomorrow Podcast (00:00:00)

2. Understanding Investor Friction Points (00:00:59)

3. Role of UX in Financial Services (00:03:56)

4. AI and Building Investor Trust (00:08:30)

5. Fractional Investing and Thematic Trading (00:13:28)

6. Regulatory Considerations and Future Vision (00:21:24)

7. Trend Drop: AI Infrastructure Focus (00:28:40)