The Alternative Macro Signals Episode
The Alternative Data Podcast
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How to Track Unstructured Data and Text Data Where It Matters Most
Inflation is a great use case, because if you're trying simply to forecast inflation. Most of the volatility in inflation will come from idiosyncratic shocks. So these are the things you really, really need to stay on top of and track carefully. You can get it right six months, two years ahead, but it doesn't really, really matter if you've got it playing wrong in the short term. That's what we're trying to do.
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