We use nurse techniqus to make the data more balanced, so that machine learning alcharithms will form better. A couple of the alternative data sets tat really stuck out to me were credit card transactions and then the digital or satellite. Because it just seems like there could be so many applications for hose having that data. I'm wondering if there are any others that would be maybe surprising that retail investors would be interested to learn about, extesy riso. But i think wo sectors above and beyond all these other sectors really benefit are the consumer facing sector because there's just more data.
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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