The Alternative Data Podcast

Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams.In this episode I speak to Sean Saint of G2, the provider of alternative data around the tech sector.In our conversation, Sean and I discuss G2’s primary business as a centre for reviews about B2B tech products, and how this has turned into a useful dataset for investors in the technology space.If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMERThis podcast is an edited recording of an interview with Sean Saint recorded in September 2022. The views and opinions expressed in this interview are those of Sean Saint and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams.In this episode I speak to Jonathan Bloch of Exchange Data, the provider of market data.In our conversation, Jonathan and I understand Exchange Data’s offering and competitors, and how market data fits into the wider investment world, including alternative data.If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMERThis podcast is an edited recording of an interview with Jonathan Bloch recorded in September 2022. The views and opinions expressed in this interview are those of Jonathan Bloch and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams.In this episode I speak to Anu Murgai of SpaceKnow, the provider of satellite data.In our conversation, Anu and I talk through her long history as a portfolio manager before she switched to data, the satellite data supply chain and the various uses of SpaceKnow’s offering.If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMERThis podcast is an edited recording of an interview with Anu Murgai recorded in September 2022. The views and opinions expressed in this interview are those of Anu Murgai and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Martin Tsanov of TenderAlpha, a provider of government procurement data. In our conversation, Martin and I discuss the data scene in Bulgaria, the scale and availability of procurement data, and different countries’ relationships with public spending and procurement. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Ryan Preclaw and Adam Kelleher of Barclays, who might have ‘the largest alternative data team on the street’.  In our conversation, Ryan, Adam and I discuss how Barclays got into alternative data, and the diverse types of projects the team gets involved in. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Travis Nixon of SynerAI, an alternative data provider that uses NLP on vast quantities of information. Along with SynerAI, Travis has until recently been Chief Data Scientist in Financial Services at Microsoft and is currently joining Meta. In our conversation, Travis and I dig into the science of Natural Language Processing, and talk about how Travis sees NLP as the future of AI and not machine vision, as was previously believed.  Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Thomas Delvecchio, alt data founder and angel investor.In our conversation, Thomas and I discuss his background creating tech survey data provider ETR, and have a topical discussion about how alt data providers have to cope with difficult markets, before finishing up talking about Thomas’s new project.Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Laurent Bilke of Alternative Macro Signals, the macro data provider.In our conversation, Laurent and I discuss his background as an economist at the ECB and Citadel and the differences between working for a central bank and a hedge fund, and how Alternative Macro Signals predicts inflation.Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Jared Broad of QuantConnect, the open-source quantitative trading infrastructure.In our conversation, Jared and I explore QuantConnect’s unique model, as it helps a growing stable of smaller quant funds compete with the more established market players, using alternative data.Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, get in touch! Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Barbara C. Matthews of BCM Strategy, the provider of policy-related alternative data.In our conversation, Barbara and I explore how BCM’s data first came about as a result of Barbara codifying the geopolitical advice she was providing to hedge funds, and how it has developed into its current form as an investment dataset. Hosted on Acast. See acast.com/privacy for more information.