Using Alternate Data to Inform Investment Decisions

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Alternative data can be used to find new investment ideas, validate an existing idea or monitor investments. The benefit of alternate data is that it gives you so much more possibility to answer questions about a given company. Back blaze provides unlimited computer back up for max and pcs for just seven dollars per month. You can also access your backed-up data anywhere in the world using their web service.

IN THIS EPISODE, YOU’LL LEARN:

02:36 - What is alternative data and how is it used to inform investment decisions?
04:18 - How some of the world’s largest investment managers are using alternative data to inform their investment decisions and generate alpha.
09:56 - Which sectors benefit the most by using alternative data as part of the investment process?
11:22 - What are the main ways alternative data is being used to inform investment decisions?
24:17 - What are the implications this has for retail investors' ability to generate alpha?
39:27 - Why Mike thinks sustainability and biotech are two themes investors should pay attention to.
40:36 - Why including sustainability considerations into your investment process can lead to higher returns.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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