The Alternative Data Podcast cover image

The Alternative Data Podcast

Latest episodes

undefined
Nov 4, 2021 • 23min

The ExtractAlpha Episode

In this episode I speak to Vinesh Jha, CEO and Founder of ExtractAlpha, a provider of curated alpha signals and alternative datasets to investors. In other news, I will be speaking at the HFM European Quant Summit on Wednesday 17th November alongside Rani Piputri of NNIP, where we’ll be discussing ‘Acquiring and Combining Alternative Datasets’ - https://www.hfmeuquantsummit.com/agenda Hosted on Acast. See acast.com/privacy for more information.
undefined
Nov 1, 2021 • 1h 1min

The Michael Watson Episode

In this episode I spoke to Michael Watson, founder of Chained Metrics (https://chainedmetrics.com, discord channel: https://discord.gg/pXs9bJpE) and former Managing Director in Equities Engineering at Citadel.In our conversation, Michael and I talk about the engineering challenges faced by a major hedge fund trying to remain competitive with alternative data, before then going on to explore his new project which sees him moving company KPIs onto the blockchain.Separately, I will be speaking at the HFM European Quant Summit on Wednesday 17th November alongside Rani Piputri discussing Acquiring and Combining Alternative Datasets - https://www.hfmeuquantsummit.com/agenda Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 25, 2021 • 28min

The EPFR Episode

In this episode I speak to Cameron Brandt, Director of Research at EPFR. EPFR is a longstanding provider of fund flows data, and in our conversation Cameron and I track its development from Post-Soviet Eastern Europe in the 1990s onto the global stage today.Thank you to those who attended our event in London last week, it was great to see representatives of various hedge funds, major investment management firms and alt data providers in the audience, including EPFR in fact!As another date for the diary, I will be speaking at the HFM European Quant Summit on November 17th. Details here: https://www.hfmeuquantsummit.com/agenda Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 18, 2021 • 37min

The Echo Ridge Episode

In this episode I speak to Jeffrey Allan of Echo Ridge, a provider of US legislation alternative data. Echo Ridge’s unique dataset uses Jeffrey’s past experience as a lobbyist to predict the passage of the 250,000 pieces of legislation in the various US governments, and their likely effects on stocks.In other news join us this Thursday at Fora Brick Lane for presentations and networking, with Saeed Amen and Alexander Denev showcasing their Book of Alternative Data. Free tickets can be found here: https://www.eventbrite.co.uk/e/xpertise-recruitment-presents-the-book-of-alternative-data-tickets-190218096447 Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 11, 2021 • 44min

The Man Group Episode

In this episode I speak to Hinesh Kalian, Director of Data Science at Man Group, the London-based hedge fund that runs $127 billion of client capital.In our conversation we discuss Man’s relationship with alternative data, including how many datasets the firm can review in a year and how the task of uncovering alpha is changing.In other news, two dates for Londoners’ diaries – Thursday October 21st will be an Alternative Data Live! event in Brick Lane in association with The Alternative Data Podcast https://www.eventbrite.co.uk/e/xpertise-recruitment-presents-the-book-of-alternative-data-tickets-190218096447And on Tuesday 26th I will be on a panel discussing ‘Is Alternative Data Still Alternative?’https://www.eventbrite.co.uk/e/data-kitchen-is-alternative-data-still-alternative-in-person-tickets-175322984767?aff=erelpanelorg Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 7, 2021 • 28min

The Adam Braff Episode

In this episode I spoke to Adam Braff, formerly of McKinsey and Chief Data Acquisition Officer at Point 72. In our conversation Adam and I talked about some of the difficulties involved in extracting alpha from alternative data, including in how to set up your team most efficiently.In other news, I have written a blogpost about Alternative Data Discovery Mechanisms and specifically tracking the emergence of alternative data marketplaces. Please find it here: https://www.exabel.com/blog/the-alternative-data-discovery-mechanism Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 4, 2021 • 40min

The Fasanara Capital Episode

In this episode I speak to Francesco Filia of Fasanara Capital, a fund that has been buying loans from the market for over a decade. Over that time Fasanara has developed a substantial amount of alternative data around borrowers, creating an ever more advanced selection process for future purchases.In other news, an apology: Last week I mistakenly suggested Bloomberg had bought alternative data provider Second Measure for $200m, the true figure is undisclosed but closer to $100m.A date for the diary: I am speaking in London at Leading Point's Data Kitchen on Tuesday 26th October with the theme “Is Alternative Data still Alternative?”. Londoners can find a ticket here https://www.eventbrite.co.uk/e/data-kitchen-is-alternative-data-still-alternative-in-person-tickets-175322984767 and virtual tickets are here: https://www.eventbrite.co.uk/e/data-kitchen-is-alternative-data-still-alternative-virtual-tickets-175331409967Finally, check out my new blogpost around Alternative Data Marketplaces https://www.exabel.com/blog/the-alternative-data-discovery-mechanismAny thoughts or questions please get in touch! Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 27, 2021 • 42min

The Jeremy Baksht Episode

We've reached Episode 50!In this episode I speak to Jeremy Baksht, former Head of Alternative Data at Bloomberg, angel investor and general alt data celebrity.In our conversation, Jeremy and I talk about his introduction to alternative data, his time at Bloomberg, his investment priorities, what he sees happening in the fast-moving technologies space and his vision for the future of alternative data. Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 23, 2021 • 32min

The SEC vs. App Annie Episode

This is an Emergency episode prompted by the SEC’s recent judgement which resulted in a $10 million fine for alternative data provider App Annie.In this episode I first asked Jonathan Kay, CEO of App Annie rival Apptopia, to set the scene and explain what he thinks the judgement means for the market.I then spoke to alternative data lawyer Kelly Koscuiszka of law firm Schulte, Roth & Zabel as she talked me through the legal aspects.  Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 20, 2021 • 30min

The Quiver Quantitative Episode

In this episode I speak to James Kardatzke of Quiver Quantitative, a company with an innovative vision to bring alternative data to the retail investor en masse. In other news, please join James, myself and also Peter Bakker of Unhedged on Wednesday at 10am EST for a conversation about Alternative Data and the Retail Investor. Alt data lawyer Kelly Koscuiszka will also talk us through the ramifications of the SEC’s recent App Annie judgement. Join the Linkedin group for more details: https://www.linkedin.com/groups/9059921/ Hosted on Acast. See acast.com/privacy for more information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode