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The Alternative Data Podcast

Latest episodes

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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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May 19, 2022 • 54min

The Kirk McKeown Episode

In this episode I speak to Kirk McKeown, Point 72’s Head of Proprietary Research until last year and recent co-founder of Carbon Arc, a new venture that provides decision intelligence to corporate clients.In our conversation, Kirk and I discuss Kirk's background, the relationship between Primary Research and Alternative Data, Carbon Arc’s business model and the future of data.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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May 16, 2022 • 1h 8min

An Emergency Crypto Episode

Following a rotten start to the year and a calamitous last week for crypto currencies, I speak to two experienced crypto investors – Francesco Filia of Fasanara Capital and Baxter Hines of Honeycomb Digital Investments. First up, I welcome back Francesco who has just raised $350m for crypto and fintech investments with the memorable quote “chaos brings opportunities”.<24.23> Next up is Baxter Hines, CIO at Honeycomb Digital and author of the book ‘Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain’. Baxter and I spend time discussing the big future that crypto and blockchain could unlock.  Hosted on Acast. See acast.com/privacy for more information.
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May 12, 2022 • 30min

The People Data Labs Episode

In this episode I speak to Ben Eisenberg of People Data Labs, the provider of B2B and professional data.In our conversation, Ben and I discuss PDL’s evolution and what can be achieved with records covering 1 billion individuals.In other news, I will be moderating a panel at the Beryl Elites conference in New York on June 20-21. I hope to see some familiar faces there. https://berylelites.com/4th-annual Hosted on Acast. See acast.com/privacy for more information.
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May 9, 2022 • 40min

The Vertical Knowledge Episode

In this episode I speak to Ryan Schreiber and Nataliya Bugayova of Vertical Knowledge, a provider of web-scraped data that is particularly suited to serving geopolitical requirements.In our conversation, Ryan, Nataliya and I discuss the situation in Ukraine and how Vertical Knowledge can help investors understand developments and try to look ahead to what will come next, both within the battlespace and in the wider global economy. Hosted on Acast. See acast.com/privacy for more information.

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