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.

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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)