In this episode, Thanh-Long Huynh (Long), Co-Founder and CEO of alternative data specialist QuantCube Technology, joins us to discuss how big data analytics can be leveraged to make smarter investment choices. Thanh-Long explains what constitutes "big data," including satellite imagery, ship tracking data, and more. We explore how QuantCube analyzes these massive datasets in real-time to estimate economic trends and activity. Thanh-Long shares examples of how QuantCube's data predicted China's economic slowdown and Russia's resilience to early sanctions. He discusses how investors use QuantCube's insights for trading strategies, asset allocation, and sector rotation. If you’re interested in how high-quality data tracking and analysis can help you become a more effective investor, this episode is for you.

[00:00 - 06:00] - Defining Big Data and Data Sources

• What constitutes "big data" - structured, unstructured, massive datasets
• Sources like satellite imagery, ship tracking, telecom data
• Using satellite data to analyze industrial production

[06:01 - 11:30] - Applications for Investors and Asset Managers

• Providing transparency into economic growth and trends
• Real-time tracking of commodities, imports, exports
• Trading strategies, asset allocation, sector rotation

[11:31 - 18:00] - Assessing Government Economic Data

• Lag in official GDP, CPI, employment data
• QuantCube estimates inflation, growth in real-time
• Predicted Fed interest rate hikes using real-time inflation data

[18:01 - 24:40] - Analyzing China, Russia, Europe Economies

• Saw China's industrial production declining since early 2023
• Tracked Russian oil tankers to measure sanction impacts
• European outlook mixed - strong tourism but weak German manufacturing

[24:41 - 29:00] - Tracking Supply Chains, Trade, and Water Stress

• Evidence of supply chain shifts out of China
• Assessing global trade flows at canals and key chokepoints
• Using satellite data to analyze water levels and crop yields

[29:00 - 36:23] - Emerging Technologies and Sector Outlook

• Developed tech to map corporate assets and estimate future earnings
• Bullish on defense, tourism, healthcare sectors
• Bearish on manufacturing and cyclical sectors

Key Quotes:

"This kind of satellite data...enables [us] to estimate the industrial production of any country where you don't have any data sets or high quality data sets." - Thanh-Long Huynh

"Using satellite data is a very factual data. You can really say where this industrial production comes from, where it slows down." -Thanh-Long Huynh

Connect with Thanh-Long Huynh:

Website: https://www.quant-cube.com/

LinkedIn: https://www.linkedin.com/company/q3-technology/

Twitter: https://twitter.com/q3techno?lang=en@Q3Techno

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Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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