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.

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.

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.

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.

In this episode I speak to Maksim Balashevich of Santiment, a provider of data for investing in crypto assets.In our conversation, Maksim and I discuss the evolution of the science of crypto investing, the different ways to perform fundamental analysis on bitcoin, ether and others, and Santiment’s offering in an increasingly competitive market. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Chris Sappo of Tidal Markets, a provider of short interest volatility data.In our conversation, Chris and I discuss the securities lending market and how Chris’s proprietary volatility formula gives investors access to incredibly powerful short interest data. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Daniel Fieber, VP of Product at Earnest Research, a well-established data provider that has expanded beyond consumer transaction data. In our conversation, Daniel and I discuss the history of Earnest Research, how the company competed in the market by layering more value onto the raw data, and the future growth potential in the space.Wishing all my listeners a very Happy Easter.  Hosted on Acast. See acast.com/privacy for more information.

Tim Lind from the Depository Trust & Clearing Corporation dives into the unsung importance of the DTCC within capital markets. He discusses the shift from physical stock certificates to digital ownership, highlighting the need for real-time data visibility. Tim also explores the transition from LIBOR to new financial benchmarks, emphasizing the necessity of alternative indices. The conversation reflects on the evolving landscape of retail investing, particularly how technology and social media are reshaping the behavior of young investors compared to traditional institutions.

In this episode I speak to Ajit Desai of the Bank of Canada – Canada’s central bank.In our conversation, Ajit and I discuss how the Bank of Canada is using payments data in innovative ways to make macro predictions, and the outlook for central banks using alternative data.In other news, I hope you can join me at Eagle Alpha’s Unbound event in New York on April 6th, where I will be co-hosting the Hackathon. Additionally if you’re in town on Tuesday and fancy joining for alternative data drinks at 5.30pm, get in touch with me on LinkedIn and I’ll let you know where our small group is meeting.<Disclaimer - The opinions expressed herein are those of the speaker's and do not necessarily reflect those of the Bank of Canada> Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Scott Rosen and Ihsan Saracgil of Visible Alpha.Visible Alpha is a data provider that offers not just consensus estimates, but also the underlying models that show the working as to how the analysts arrived at those estimates.In other news, I hope you can join me at Eagle Alpha’s Unbound event in New York on April 6th, where I will be co-hosting the Hackathon. A breakdown of the last Hackathon with its winner can be found in the previous ‘Hackathon’ episode of the podcast. Hosted on Acast. See acast.com/privacy for more information.