The Alternative Data Podcast

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,...

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...

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, p...

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.

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 informatio...

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 hav...

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 som...

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...

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...

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...

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 acas...

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...

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.

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...

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 pursu...

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 2...

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 Acas...

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...

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 wi...

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 Baxt...

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...

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 battlespa...

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 info...

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.

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 Happ...