Exploring Market Intelligence and Investment Strategies at S&P Global

Today we’re joined by Frank Zhao, Senior Director of Quantamental Research at S&P Global Market Intelligence.

In our conversation with Frank, we explore how he came to work at the intersection of ML and finance, and how he navigates the relationship between data science and domain expertise. We also discuss the rise of data science in the investment management space, examining the largely under-explored technique of using unstructured data to gain insights into equity investing, and the edge it can provide for investors.

Finally, Frank gives us a look at how he uses natural language processing with textual data of earnings call transcripts and walks us through the entire pipeline.

The complete show notes for this episode can be found at twimlai.com/go/424.