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The Mark Ainsworth Episode

The Alternative Data Podcast

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The Importance of Macro Data in Trading

I think macro macro is interesting there aren't only a small portion of the traders strategies are directly about calling macro terms. The average time horizon of the value that they offer that January is you know best measured over multiple quarters it's like 18 months two years and so what tends to be true when you're really hitting the mark and finding value there is you've answered a why question. If you can break things down by different demographic groups or different regions where the company only announces stuff globally say then your ability to say oh well this quarter of Netflix grew amazing strongly because it grew in this one country becomes much more valuable.

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