In this episode I speak to Mark Ainsworth, the former head of Data Science at Schroders, a two-and-a-half-centuries-old asset manager that is notable for its use of alternative data. In this episode, Mark and I discuss what made Schroders take this unusual route, and how his work there differed from the more familiar alternative data working patterns of hedge funds. We also touch on a subject dear to Mark’s heart, which is neurodiversity and its higher propensity amongst technologists. DISCLAIME...
Jun 15, 2023•1 hr 10 min•Season 1Ep. 121
In this episode I speak to Alex Izydorczyk, the former head of Data Science at Coatue and now Founder of Cybersyn, the new Snowflake-backed data-as-a-service company. In this episode, Alex and I discuss the business opportunity he sees in buying up various datasets and making them available to a wide market of potential customers. Separately I am in New York this week where I will be moderating a panel at Battlefin, so I look forward to seeing many familiar and new faces there. DISCLAIMER This p...
May 15, 2023•43 min•Season 1Ep. 120
In this episode I speak to Or Lenchner, the CEO of Bright Data, a web-scraping alternative data provider. As well as being one of the largest web-scraping companies in the world, Bright Data is currently embroiled in a lawsuit with Meta that might shape the future of web-scraping as a business. Or and I discuss the history of Bright Data and the state of play with the court case. Separately for any Japanese listeners, I will be in Tokyo during the week of April 17th and would be delighted to mee...
Mar 13, 2023•53 min•Season 1Ep. 119
In this episode I speak to Francesco Cricchio and Matteo Campellone of BRAIN, the provider of alternative data signals. After successful careers in physics research, Francesco and Matteo decided to join forces to create products to help investors in the markets. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an edited recording of an interview with Francesco Cricchio and Matteo Campellone recorded in October 2022. The views and op...
Jan 16, 2023•41 min•Season 1Ep. 118
In this episode I speak to Greg Robin of Random Walk, the provider of retailer coupon and sale data. For several years, Random Walk has been gathering data around the messaging and offers used by major retailers in their sales strategies. This data can be used to compare changes in these strategies, revealing retailer urgency. Greg and I recorded our conversation back in October. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an e...
Jan 09, 2023•29 min•Season 1Ep. 117
In this episode I speak to Omri Shtayer, founder of Lagoon, the alternative data investment platform. With Lagoon now reaching the end of its story in its current form, Omri and I talk through the lifecycle of the company, from founding and growth through to the moment it became clear the firm could not continue. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an edited recording of an interview with Omri Shtayer recorded in Decemb...
Jan 02, 2023•53 min•Season 1Ep. 116
In this episode I speak to Marco Jean Aboav of Etna Research, the provider of indices that rolls together data scouting and quantitative signals creation. In our conversation, Marco and I get to grips with Etna Research’s product, and the type of investor who might be interested in it. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an edited recording of an interview with Marco Jean Aboav recorded in September 2022. The views and ...
Dec 19, 2022•35 min•Season 1Ep. 115
In this episode I speak to Tjeerd van Cappelle of AiLiftOff, the brand new provider of alternative data solutions with the first being Spoiler, which uses Natural Language Understanding with earnings statements to predict future surprises. In our conversation, Tjeerd and I talk through the logistics around leaving NNIP and creating a new data provider, and Spoiler’s characteristics. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is a...
Dec 12, 2022•29 min•Season 1Ep. 114
Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. In this episode I speak to Sean Saint of G2, the provider of alternative data around the tech sector. In our conversation, Sean and I discuss G2’s primary business as a centre for reviews about B2B tech products, and how this has turned into a useful dataset for investors in the technology space. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an ed...
Dec 05, 2022•34 min•Season 1Ep. 113
Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. In this episode I speak to Jonathan Bloch of Exchange Data, the provider of market data. In our conversation, Jonathan and I understand Exchange Data’s offering and competitors, and how market data fits into the wider investment world, including alternative data. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an edited recording of an interview wit...
Nov 28, 2022•31 min•Season 1Ep. 112
Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. In this episode I speak to Anu Murgai of SpaceKnow, the provider of satellite data. In our conversation, Anu and I talk through her long history as a portfolio manager before she switched to data, the satellite data supply chain and the various uses of SpaceKnow’s offering. If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMER This podcast is an edited recording of an in...
Nov 21, 2022•37 min•Season 1Ep. 111
In this episode I speak to Martin Tsanov of TenderAlpha, a provider of government procurement data. In our conversation, Martin and I discuss the data scene in Bulgaria, the scale and availability of procurement data, and different countries’ relationships with public spending and procurement. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information....
Oct 24, 2022•41 min•Season 1Ep. 110
In this episode I speak to Ryan Preclaw and Adam Kelleher of Barclays, who might have ‘the largest alternative data team on the street’. In our conversation, Ryan, Adam and I discuss how Barclays got into alternative data, and the diverse types of projects the team gets involved in. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information....
Oct 17, 2022•50 min•Season 1Ep. 109
In this episode I speak to Travis Nixon of SynerAI, an alternative data provider that uses NLP on vast quantities of information. Along with SynerAI, Travis has until recently been Chief Data Scientist in Financial Services at Microsoft and is currently joining Meta. In our conversation, Travis and I dig into the science of Natural Language Processing, and talk about how Travis sees NLP as the future of AI and not machine vision, as was previously believed. Meanwhile, if you have a notable or ne...
Oct 10, 2022•36 min•Season 1Ep. 108
In this episode I speak to Thomas Delvecchio, alt data founder and angel investor. In our conversation, Thomas and I discuss his background creating tech survey data provider ETR, and have a topical discussion about how alt data providers have to cope with difficult markets, before finishing up talking about Thomas’s new project. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more informat...
Oct 03, 2022•56 min•Season 1Ep. 107
In this episode I speak to Laurent Bilke of Alternative Macro Signals, the macro data provider. In our conversation, Laurent and I discuss his background as an economist at the ECB and Citadel and the differences between working for a central bank and a hedge fund, and how Alternative Macro Signals predicts inflation. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information....
Sep 26, 2022•31 min•Season 1Ep. 106
In this episode I speak to Jared Broad of QuantConnect, the open-source quantitative trading infrastructure. In our conversation, Jared and I explore QuantConnect’s unique model, as it helps a growing stable of smaller quant funds compete with the more established market players, using alternative data. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, get in touch! Hosted on Acast. See acast.com/privacy for more information....
Sep 19, 2022•41 min•Season 1Ep. 105
In this episode I speak to Barbara C. Matthews of BCM Strategy, the provider of policy-related alternative data. In our conversation, Barbara and I explore how BCM’s data first came about as a result of Barbara codifying the geopolitical advice she was providing to hedge funds, and how it has developed into its current form as an investment dataset. Hosted on Acast. See acast.com/privacy for more information.
Sep 12, 2022•28 min•Season 1Ep. 104
In this episode I speak to Mathieu Colas of Starz Data, the Paris-based external data community. In our conversation, Mathieu and I discuss the future of data discovery, and how Starz might be the solution the market has needed. I am now back from paternity leave and the cupboard is looking a little bare, so please reach out if you would like to propose yourself or another guest for the podcast, preferably not somebody who has been on already. Hosted on Acast. See acast.com/privacy for more info...
Sep 05, 2022•43 min•Season 1Ep. 103
In this episode I’m joined by Chandini Jain of Auquan, the provider of textual data. In our conversation, Chandini and I discuss the origins of Auquan, the service it provides today and the types of clients served. FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.
Aug 29, 2022•29 min•Season 1Ep. 102
In this episode I’m joined by Edward Igushev of TrueSource, the platform that helps providers to monetize their data. In our conversation, Edward and I discuss TrueSource’s product as well as the development and future of paying for data. FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.
Aug 22, 2022•32 min•Season 1Ep. 101
In this episode I’m joined by Andrea Squatrito of Databoutique.com, the fashion company data provider based out of Milan. In our conversation, Andrea and I discuss the origins of Databoutique (formally known as RE Analytics), the challenges of working with luxury retail data and the education that is required for clients to understand the companies involved. FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/priva...
Aug 15, 2022•41 min•Season 1Ep. 100
In this episode I’m joined by Thanh-Long Huynh of QuantCube, the Paris-based macro data provider. In our conversation, Thanh-Long and I discuss QuantCube’s business model, which involves using alternative data to create macro nowcasts that are used by various client groups, and also QuantCube’s partnerships with government departments and agencies. FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for mor...
Aug 08, 2022•39 min•Season 1Ep. 99
In this episode I’m joined by Antony Tseng of Datayes, a China-based data provider. In our conversation, Antony and I discuss Datayes’s origins, the types of data provided, and some of the differences between the Chinese and western alternative data scenes. FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.
Aug 01, 2022•37 min•Season 1Ep. 98
In this episode I’m joined by Daniel Sandberg of S&P Global Market Intelligence. In our conversation, Dan and I discuss the origins of S&P, his role at the company and the evolution of S&P’s data marketplace vis a vis competitors in the market, and various interesting datasets that Dan has come across. This is the link to the research we discuss in the episode: https://www.spglobal.com/marketintelligence/en/topics/quantamental-research FYI, I’m on paternity leave now and have left so...
Jul 25, 2022•39 min•Season 1Ep. 97
In this episode I’m joined by Rayne Gaisford of Jefferies, the US investment bank. In our conversation, Rayne and I discuss how his role in the market differs from that provided by M Science which is also owned by Jefferies, why some investment banks have been slow to embrace alternative data, and why some hedge funds succeed while others disappear. Hosted on Acast. See acast.com/privacy for more information.
Jul 18, 2022•48 min•Season 1Ep. 96
In this episode I’m joined by Auren Hoffman, CEO of Safegraph, Host of 'The World of Daas' Podcast and previously founder of LiveRamp. In our conversation, Auren and I discuss the investment industry’s relationship with data, the future of data discovery, DaaS vs SaaS companies, the regulatory outlook for data and Safegraph’s recent experiences connected with Roe vs Wade. Hosted on Acast. See acast.com/privacy for more information....
Jul 11, 2022•44 min•Season 1Ep. 95
In this episode I’m joined by Chirayu Patel of Rakani Capital, a fund that uses alternative data to provide a 6% set return for its investors. In our conversation, Chirayu and I explore the Rakani model, some of the advantages and challenges of being an emerging manager in this space, the pricing of datasets and the future of alternative data. Hosted on Acast. See acast.com/privacy for more information.
Jul 04, 2022•37 min•Season 1Ep. 94
In this episode I speak to Lucas von Reuss, CEO of Quant IP, the Munich-based provider of patent data. In our conversation, Lucas and I discuss why Munich is the patent centre of Germany and Europe, the way patents are produced and what Quant IP does to make the data useful for investors, and the varied use cases for such a dataset. Hosted on Acast. See acast.com/privacy for more information.
Jun 27, 2022•52 min•Season 1Ep. 93
In this episode I speak to Markus Ebner, Head of Multi-Asset at Quoniam, the Frankfurt-based quant fund. In our conversation, Markus and I discuss Quoniam’s focus on news sentiment data, and how he sees alternative data developing in Europe. In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual. Hosted on Acast....
Jun 20, 2022•37 min•Season 1Ep. 92
