The Alternative Data Podcast

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.

In this episode I speak to Yves Lemperiere of Capital Fund Management, a Paris-based hedge fund.In our conversation, Yves and I discuss the relationship between physics and quant investing, why Paris is such a hot spot for hedge funds these days and CFM’s evolving usage of data.In other news, I will be co-hosting the Hackathon at Eagle Alpha’s New York event on April 6th, I hope to meet many listeners there! Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Toby Dayton of LinkUp, the provider of job listing data.In our conversation, Toby and I talk from the roots of LinkUp as a job board itself, through compiling a monthly non-farm payrolls estimate which was swiftly relied upon in the financial markets, to being an established alternative data provider in the present day.  Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Niall Hurley of Eagle Alpha. Eagle Alpha, an alternative data aggregator, is one of the more established names involved in alternative data having first started in 2012, and Niall took over as CEO last year. In our conversation, Niall and I explore the whole alternative data market together, along with Eagle Alpha’s place within it. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Daniel Sheyner of Chimera Capital.After a career focusing on the consumer sector from various viewpoints, Daniel in 2017 decided to start a consumer-focused hedge fund that would take advantage of the increasing availability of alternative data. Five years later Chimera is established and thriving, and looking to grow into the gaming and lodging sectors.  Hosted on Acast. See acast.com/privacy for more information.