Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Future of Quantitative Equity Research
02:10 • 5min
The Potential Role of Alternative Data in the Investment Industry
07:35 • 5min
How to Integrate Alternative Data Into an Investment Process
12:35 • 2min
How to Measure the Success of Using Alternative Data to Sharpen Signals
14:09 • 4min
The Challenges of Working With Alternative Data
17:39 • 5min
The Problem With Prioritizing Data Vendors
22:16 • 2min
Alternative Data: An Arms Race
24:02 • 2min
How to Measure Economic Activity in the Big Data World
25:58 • 4min
How to Prioritize Your Stock Portfolio
30:03 • 2min
How to Prioritize Your Data Projects to Maximize Impact
31:50 • 5min
How to Trust a Data Vendor
37:09 • 3min
The Future of Quant Finance
39:50 • 3min
The Opposite of Traditional Factors in Arbitrage
42:23 • 2min
How to Use Alternative Data to Improve Your Investments
44:07 • 2min
The Potential of Alternative Data in Credit Commodities and Macro
46:31 • 2min
How to Invest in a Broad Diversified Set of Equity
48:13 • 2min