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The Thomas DelVecchio episode
The Alternative Data Podcast
How to Choose the Right Data Firm for Your Investment
There is opportunity and volatility in the equity markets, he says. "We don't know which way the markets are going to go," But there probably will continue to be a lot of volatility" He looks for companies that can sell their data outside Wall Street with an increased TAM. The holy grail: Selling into corporates; how big is each sector?
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