The Alternative Data Podcast

In this episode I speak to Evan Schnidman, founder of Prattle and now an investor in data companies.In the first part of this conversation Evan and I discuss how his company Prattle rapidly predicted market reaction to new central bank announcements, before then going on to discuss his views on alternative data and how he chooses his investment targets. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Omer Har, co-founder and CTO of Explorium. Explorium is an automated data and feature discovery platform which in May closed a $75 million funding round. In our conversation, Omer and I discuss the differences between the corporate side and financial side of the alternative or external data world, and the innovative way in which Explorium matches customers with the data they need.  Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Louisa Nolan, Chief Data Scientist at the Office of National Statistics, about how the UK government statistics office has increasingly been integrating alternative data into its normal processes.In our conversation, Louisa and I speak about how the ONS is able to bring to bear proprietary national datasets, such as traffic sensor data, on problems such as how to measure GDP growth. We also discuss the ONS’s very specific relationship with the alternative data ecosystem, and its different motivations as it serves a national public rather than investors or shareholders.  Hosted on Acast. See acast.com/privacy for more information.

In this engaging discussion, Ed Lavery from Similarweb shares insights on their recent shocking $1.6 billion IPO, marking a pivotal moment for the alternative data industry. He dives into Similarweb's robust data collection methods and how they track online market trends, particularly for e-cigarettes. Ed emphasizes the evolving landscape of data for investors, the growing demand for alternative data, and emerging trends in markets like Brazil and Australia, showcasing how cultural factors influence data adoption.

In this episode I speak to Avi Rosenbluth, formerly a Portfolio Manager at AQR Capital Management, a systematic fund. In our conversation we run through Avi’s reservations around Alternative Data, and touch on what he thinks needs to happen before the sector can go truly stratospheric.Separately, join us on Wednesday at 10am EST for a discussion around whether ESG outperformance is set to end soon, led by CEO of RepRisk Philipp Aeby and Bitvore CEO Elizabeth Pritchard. Find more details here: https://www.linkedin.com/groups/9059921/Finally, any London-based listeners should definitely come down to the Viaduct Tavern near Farringdon tube for Alternative Data Drinks this Thursday from 6pm. Grab a free ticket here: https://www.eventbrite.co.uk/e/alternative-data-social-with-mark-fleming-williams-exabel-tickets-163405912483 Hosted on Acast. See acast.com/privacy for more information.

Welcome to The Alternative Data Podcast, powered by Exabel. I’m Mark Fleming-Williams.In this episode I speak to Alexey Loganchuk of Sidera Labs. Alexey boasts a wealth of experience in and around the alternative data sector which makes him a fascinating conversation partner, particularly on the subject of alternative data in private markets, where he has focused much of his attention in recent years.Separately, join us on zoom on Wednesday at 10am EST for The Alternative Data Weekly Interactive where Tracey Schumpert of the FISD and Sarah McKenna of Sequentum will be leading a conversation around Standardization in Alternative Data https://www.linkedin.com/groups/9059921/And check out my blogpost on building the data mosaic using alternative data https://www.exabel.com/blog/building-the-data-mosaic-with-exabel Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Jonathan Regenstein of Truist Securities, the first sell-side guest to have appeared on the podcast.In our conversation we discuss the various ways Truist fits into the alternative data ecosystem, and the cultural challenges of integrating a technology team into the financial world, among other things.Jonathan will be leading the conversation this Wednesday the 7th at 10am EST on the Alternative Data Weekly Interactive, join the group on LinkedIn for more details -https://www.linkedin.com/groups/9059921/ Finally a date for the diary for Londoners, we’ll be doing Alternative Data drinks near Barbican tube on July 22nd, details to follow and/or get in touch if you want to know more.  Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Chris Petrescu, former Data Strategist at WorldQuant and now founder at CP Capital.Chris is a familiar face around the alternative data world, and in our conversation we talk about the old days of sourcing datasets, how the data scouting and strategy market has moved on, and big trends for this year. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to George Mussalli of PanAgora Asset Management. In our conversation, George and I talk about how the use of alternative data has become increasingly sophisticated since the early 2000s, when George first began integrating it into his investment strategies.Separately, please join us on Wednesday at 10am EST for our weekly interactive conversations around Alternative Data. Join our LinkedIn group here to find out more: https://www.linkedin.com/groups/9059921/ Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Sayali Saste of Grandview Research.Sayali oversaw the production and publishing in 2020 of a document that has been highly influential in the Alternative Data space. The Grand View Research note valued the alternative data market at $1.64bn in 2020 and projected a 40% CAGR that would take it to $17.35bn in 2027.In our conversation, Sayali and I dug into the way that forecast was created.Separately, please join us on Wednesday for The Alternative Data Weekly Interactive. This week, Alexey Loganchuk and JP Gravitt will be leading a conversation around alternative data in private markets. More details can be found here: https://www.linkedin.com/groups/9059921/ Hosted on Acast. See acast.com/privacy for more information.