In this episode I speak to Adam Storch, Leader of the Event and Emerging Risk Examination Team at the SEC, and I welcome back Kelly Koscuiszka of the law firm Schulte Roth & Zabel. In our conversation, Adam and Kelly demystify the recent alternative data-related risk alert, and they give some clarity on what alternative data buyers and providers ought to be thinking about if they want to pursue best practice. In other news, I will be moderating a very well-informed panel about using data to ...
Jun 13, 2022•1 hr 17 min•Season 1Ep. 91
In this episode I speak to Tansu Demirbilek, an experienced macro quant investor who has previously worked at Campbell and Company, Man Group and Soros Investments. When Tansu and I spoke he was enjoying gardening leave before starting a new role. I asked him about his relationship with alternative data and how it had changed. In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there. Hosted on Acast. See acast.com/privacy for more informat...
Jun 06, 2022•47 min•Season 1Ep. 90
In this episode I speak first to the founder of ESG Analytics, Qayyum Rajan, and then (37.32) to Anna-Marie Wascher, the founder of YvesBlue, the ESG platform for investors. In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annual Q's blog can be found here: https://altenomics.substack.com/ Hosted on Acast. See acast.com/privacy for more information....
May 30, 2022•59 min•Season 1Ep. 89
In this episode I speak to Mikhail Samonov of Two Centuries, a quant fund that specializes in finding innovative solutions. In our conversation, Mikhail and I discuss how alternative data and innovation go hand in hand in his team’s process. In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annual. Hosted on Acast. See acast.com/privacy for more information....
May 23, 2022•40 min•Season 1Ep. 88
In this episode I speak to Kirk McKeown, Point 72’s Head of Proprietary Research until last year and recent co-founder of Carbon Arc, a new venture that provides decision intelligence to corporate clients. In our conversation, Kirk and I discuss Kirk's background, the relationship between Primary Research and Alternative Data, Carbon Arc’s business model and the future of data. In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - htt...
May 19, 2022•54 min•Season 1Ep. 87
Following a rotten start to the year and a calamitous last week for crypto currencies, I speak to two experienced crypto investors – Francesco Filia of Fasanara Capital and Baxter Hines of Honeycomb Digital Investments. First up, I welcome back Francesco who has just raised $350m for crypto and fintech investments with the memorable quote “chaos brings opportunities”. <24.23> Next up is Baxter Hines, CIO at Honeycomb Digital and author of the book ‘Digital Finance: Security Tokens and Unlo...
May 16, 2022•1 hr 8 min•Season 1Ep. 86
In this episode I speak to Ben Eisenberg of People Data Labs, the provider of B2B and professional data. In our conversation, Ben and I discuss PDL’s evolution and what can be achieved with records covering 1 billion individuals. In other news, I will be moderating a panel at the Beryl Elites conference in New York on June 20-21. I hope to see some familiar faces there. https://berylelites.com/4th-annual Hosted on Acast. See acast.com/privacy for more information....
May 12, 2022•30 min•Season 1Ep. 85
In this episode I speak to Ryan Schreiber and Nataliya Bugayova of Vertical Knowledge, a provider of web-scraped data that is particularly suited to serving geopolitical requirements. In our conversation, Ryan, Nataliya and I discuss the situation in Ukraine and how Vertical Knowledge can help investors understand developments and try to look ahead to what will come next, both within the battlespace and in the wider global economy. Hosted on Acast. See acast.com/privacy for more information....
May 09, 2022•40 min•Season 1Ep. 84
In this episode I speak to Maksim Balashevich of Santiment, a provider of data for investing in crypto assets. In our conversation, Maksim and I discuss the evolution of the science of crypto investing, the different ways to perform fundamental analysis on bitcoin, ether and others, and Santiment’s offering in an increasingly competitive market. Hosted on Acast. See acast.com/privacy for more information.
May 02, 2022•40 min•Season 1Ep. 83
In this episode I speak to Chris Sappo of Tidal Markets, a provider of short interest volatility data. In our conversation, Chris and I discuss the securities lending market and how Chris’s proprietary volatility formula gives investors access to incredibly powerful short interest data. Hosted on Acast. See acast.com/privacy for more information.
Apr 25, 2022•34 min•Season 1Ep. 82
In this episode I speak to Daniel Fieber, VP of Product at Earnest Research, a well-established data provider that has expanded beyond consumer transaction data. In our conversation, Daniel and I discuss the history of Earnest Research, how the company competed in the market by layering more value onto the raw data, and the future growth potential in the space. Wishing all my listeners a very Happy Easter. Hosted on Acast. See acast.com/privacy for more information....
Apr 18, 2022•37 min•Season 1Ep. 81
In this episode I speak to Tim Lind of the Depository Trust Clearing Corporation, or DTCC. In our conversation Tim and I discuss the DTCC’s key role in the market, the length and breadth of its data offering, and the various phases of development seen in the capital markets. On another note, it was a pleasure to see so many former and future podcast guests at Eagle Alpha last week, and at our impromptu drinks the night before. Hosted on Acast. See acast.com/privacy for more information....
Apr 11, 2022•44 min•Season 1Ep. 80
In this episode I speak to Ajit Desai of the Bank of Canada – Canada’s central bank. In our conversation, Ajit and I discuss how the Bank of Canada is using payments data in innovative ways to make macro predictions, and the outlook for central banks using alternative data. In other news, I hope you can join me at Eagle Alpha’s Unbound event in New York on April 6th, where I will be co-hosting the Hackathon. Additionally if you’re in town on Tuesday and fancy joining for alternative data drinks ...
Apr 04, 2022•39 min•Season 1Ep. 79
In this episode I speak to Scott Rosen and Ihsan Saracgil of Visible Alpha. Visible Alpha is a data provider that offers not just consensus estimates, but also the underlying models that show the working as to how the analysts arrived at those estimates. In other news, I hope you can join me at Eagle Alpha’s Unbound event in New York on April 6th, where I will be co-hosting the Hackathon. A breakdown of the last Hackathon with its winner can be found in the previous ‘Hackathon’ episode of the po...
Mar 28, 2022•1 hr•Season 1Ep. 78
In this episode I speak to Yves Lemperiere of Capital Fund Management, a Paris-based hedge fund. In our conversation, Yves and I discuss the relationship between physics and quant investing, why Paris is such a hot spot for hedge funds these days and CFM’s evolving usage of data. In other news, I will be co-hosting the Hackathon at Eagle Alpha’s New York event on April 6th, I hope to meet many listeners there! Hosted on Acast. See acast.com/privacy for more information....
Mar 21, 2022•41 min•Season 1Ep. 77
In this episode I speak to Toby Dayton of LinkUp, the provider of job listing data. In our conversation, Toby and I talk from the roots of LinkUp as a job board itself, through compiling a monthly non-farm payrolls estimate which was swiftly relied upon in the financial markets, to being an established alternative data provider in the present day. Hosted on Acast. See acast.com/privacy for more information.
Mar 14, 2022•38 min•Season 1Ep. 76
In this episode I speak to Niall Hurley of Eagle Alpha. Eagle Alpha, an alternative data aggregator, is one of the more established names involved in alternative data having first started in 2012, and Niall took over as CEO last year. In our conversation, Niall and I explore the whole alternative data market together, along with Eagle Alpha’s place within it. Hosted on Acast. See acast.com/privacy for more information....
Mar 07, 2022•55 min•Season 1Ep. 75
In this episode I speak to Daniel Sheyner of Chimera Capital. After a career focusing on the consumer sector from various viewpoints, Daniel in 2017 decided to start a consumer-focused hedge fund that would take advantage of the increasing availability of alternative data. Five years later Chimera is established and thriving, and looking to grow into the gaming and lodging sectors. Hosted on Acast. See acast.com/privacy for more information....
Feb 28, 2022•38 min•Season 1Ep. 74
In this episode I speak to Robbert-Jan 't Hoen of Robeco. Robbert-Jan is a Quantitative Researcher in the Fixed Income space for Robeco, and in our conversation we discussed the implications of how alternative data can be used to trade corporate bonds. Hosted on Acast. See acast.com/privacy for more information.
Feb 21, 2022•41 min•Season 1Ep. 73
In this episode I speak to Florin Tufan of Soleadify, a provider of alternative data around private companies. In our conversation, Florin and I explore the use cases, clientele and functionality of how Soleadify works, along with the burgeoning tech scene growing up in Bucharest. Hosted on Acast. See acast.com/privacy for more information.
Feb 14, 2022•38 min•Season 1Ep. 72
In this episode I speak to Dan Joldzic of Alexandria Technology. Alexandria was one of the earlier alternative data providers on the scene, and in our conversation Dan discuss the early challenges of explaining NLP data to an unprepared market, and how the alternative data scene has developed in the subsequent decade and a half. Meanwhile, it’s about time I gave a plug to John Farrell’s excellent weekly alternative data newsletter, sign-up link here: https://mailchi.mp/1c0d35628d4b/alt-data-week...
Feb 07, 2022•40 min•Season 1Ep. 71
In this episode I speak to Carson Boneck, Chief Data Officer of Balyasny Asset Management. In our conversation, Carson and I discuss the challenges of building out a data function at a multi strategy hedge fund like Balyasny Asset Management. In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape. We’ll broadly be trying to establish whether investors should be looking at ...
Jan 31, 2022•45 min•Season 1Ep. 70
In this episode I speak to Herb Blank, all-round alternative data figure of interest. Along with being one of the first investors to use an ETF, Herb boasts extensive experience in alternative data since its very earliest beginnings, and has a particular interest in ESG. We discuss all manner of topics in our conversation. In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Lands...
Jan 24, 2022•42 min•Season 1Ep. 69
In this episode I speak to Ross Fabricant of CenterBook Partners a new investment fund that transforms discretionary insights into systematic strategies. CenterBook is a fund that maximizes the benefit of having a privileged knowledge of a vast number of hedge funds’ investment positions, which it uses to build systematic portfolios adding in its own proprietary technology. In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an intera...
Jan 17, 2022•32 min•Season 1Ep. 68
In this episode I speak to Sean Austin and Gerwin Schalk, the CEO and Chief Science Officer of Helios Life, a company on the cutting edge of alternative data types. Helios takes natural language processing a step further by analysing not just the words spoken in, for example, earnings calls, but actually delving into the tone and cadence of the speaker. This technology attempts to reveal what the speaker is actually feeling about what they’re saying, allowing an analyst to expose potential misma...
Jan 10, 2022•37 min•Season 1Ep. 67
In this episode I speak to Aron Cooper, Head of MidFrequency Alpha at Maven Securities. In our conversation, Aron and I discuss what drove him out of NASA and into quantitative finance, the quant quake, how much alternative datasets are worth and whether data reliability is the key issue, and what he means by ‘market-leading’. On a more topical note, wishing all my listeners a very happy and prosperous new year! Hosted on Acast. See acast.com/privacy for more information....
Jan 03, 2022•44 min•Season 1Ep. 66
Season's Greetings! In this episode I speak to Masashi Tsujinaka, CEO at Nowcast, the pre-eminent alternative data provider in Japan. In our conversation, Masashi and I explore the alternative data scene in Japan: the types of data that are available, the types of customers looking to get hold of it, and value that can be extracted from it. Hosted on Acast. See acast.com/privacy for more information.
Dec 27, 2021•44 min•Season 1Ep. 65
In this episode I speak to Vera Shulgina of SigTech, a software platform for quantitative investors. Vera has recently joined SigTech having previously enjoyed a successful career on the operations side of hedge funds including Two Sigma and Citadel. In our conversation, Vera and I talk about the recent trend of buysiders moving across into product companies, SigTech’s offering, and some of the challenges Vera faces in creating a new US office. Hosted on Acast. See acast.com/privacy for more inf...
Dec 20, 2021•37 min•Season 1Ep. 64
In this episode I speak to Joe Hung, an analyst who has enjoyed an active career in alternative data at funds including Point 72. In our conversation, Joe and I talk about the way alternative data usage has gone below the top line and is increasingly enabling a deeper analysis of a company’s past, present and future. In other news, join us on zoom this Wednesday at 3pm London time for an interactive conversation about all things alternative data, with a focus on Synthetic Data, led by Jason Hill...
Dec 13, 2021•33 min•Season 1Ep. 63
In this episode I speak to Vivek Viswanathan of Rayliant Global Advisors, a US quantitative fund that focuses on the Chinese markets. In our conversation, Vivek and I explore the shape of the Chinese investment scene, and discuss the relative penetration of alternative data and its likely future in China. In other news, join me and other guests this Wednesday 8th December at the delayed Leading Point event where we will be discussing “Is Alternative Data Still Alternative?”. London in-person and...
Dec 06, 2021•34 min•Season 1Ep. 62
