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The Alternative Data Podcast

Latest episodes

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Jul 25, 2022 • 39min

The S&P Episode

In this episode I’m joined by Daniel Sandberg of S&P Global Market Intelligence.In our conversation, Dan and I discuss the origins of S&P, his role at the company and the evolution of S&P’s data marketplace vis a vis competitors in the market, and various interesting datasets that Dan has come across. This is the link to the research we discuss in the episode: https://www.spglobal.com/marketintelligence/en/topics/quantamental-researchFYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.
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Jul 18, 2022 • 48min

The Jefferies Episode

In this episode I’m joined by Rayne Gaisford of Jefferies, the US investment bank.In our conversation, Rayne and I discuss how his role in the market differs from that provided by M Science which is also owned by Jefferies, why some investment banks have been slow to embrace alternative data, and why some hedge funds succeed while others disappear. Hosted on Acast. See acast.com/privacy for more information.
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Jul 11, 2022 • 44min

The SafeGraph Episode

In this episode I’m joined by Auren Hoffman, CEO of Safegraph, Host of 'The World of Daas' Podcast and previously founder of LiveRamp.In our conversation, Auren and I discuss the investment industry’s relationship with data, the future of data discovery, DaaS vs SaaS companies, the regulatory outlook for data and Safegraph’s recent experiences connected with Roe vs Wade. Hosted on Acast. See acast.com/privacy for more information.
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Jul 4, 2022 • 37min

The Rakani Capital Episode

In this episode I’m joined by Chirayu Patel of Rakani Capital, a fund that uses alternative data to provide a 6% set return for its investors.In our conversation, Chirayu and I explore the Rakani model, some of the advantages and challenges of being an emerging manager in this space, the pricing of datasets and the future of alternative data.  Hosted on Acast. See acast.com/privacy for more information.
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Jun 27, 2022 • 52min

The Quant IP Episode

In this episode I speak to Lucas von Reuss, CEO of Quant IP, the Munich-based provider of patent data.In our conversation, Lucas and I discuss why Munich is the patent centre of Germany and Europe, the way patents are produced and what Quant IP does to make the data useful for investors, and the varied use cases for such a dataset. Hosted on Acast. See acast.com/privacy for more information.
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Jun 20, 2022 • 37min

The Quoniam Episode

In this episode I speak to Markus Ebner, Head of Multi-Asset at Quoniam, the Frankfurt-based quant fund.In our conversation, Markus and I discuss Quoniam’s focus on news sentiment data, and how he sees alternative data developing in Europe.In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual. Hosted on Acast. See acast.com/privacy for more information.
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Jun 13, 2022 • 1h 17min

The SEC Episode

In this episode I speak to Adam Storch, Leader of the Event and Emerging Risk Examination Team at the SEC, and I welcome back Kelly Koscuiszka of the law firm Schulte Roth & Zabel.In our conversation, Adam and Kelly demystify the recent alternative data-related risk alert, and they give some clarity on what alternative data buyers and providers ought to be thinking about if they want to pursue best practice. In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual Hosted on Acast. See acast.com/privacy for more information.
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Jun 6, 2022 • 47min

The Tansu Demirbilek Episode

In this episode I speak to Tansu Demirbilek, an experienced macro quant investor who has previously worked at Campbell and Company, Man Group and Soros Investments. When Tansu and I spoke he was enjoying gardening leave before starting a new role. I asked him about his relationship with alternative data and how it had changed. In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there. Hosted on Acast. See acast.com/privacy for more information.
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May 30, 2022 • 59min

An ESG Episode

In this episode I speak first to the founder of ESG Analytics, Qayyum Rajan, and then (37.32) to Anna-Marie Wascher, the founder of YvesBlue, the ESG platform for investors.In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annualQ's blog can be found here: https://altenomics.substack.com/ Hosted on Acast. See acast.com/privacy for more information.
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May 23, 2022 • 40min

The Two Centuries Episode

In this episode I speak to Mikhail Samonov of Two Centuries, a quant fund that specializes in finding innovative solutions.In our conversation, Mikhail and I discuss how alternative data and innovation go hand in hand in his team’s process.In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annual. Hosted on Acast. See acast.com/privacy for more information.

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