The Alternative Data Podcast

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

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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

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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-190218096447

And 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

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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

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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-175331409967

Finally, check out my new blogpost around Alternative Data Marketplaces https://www.exabel.com/blog/the-alternative-data-discovery-mechanism

Any thoughts or questions please get in touch!

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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.

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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. 

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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/

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In this episode I speak to Brad Schneider, founder of NoMad Data amongst many other things.

Brad has had a long career with alternative data, going back to the early 2000s when he was doing pioneering work web-scraping data and using it to predict corporate earnings information.

His latest project, NoMad Data sees Brad trying to solve the alternative data discovery problem, matching buyers with sellers using a sophisticated algorithm.

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In this episode I speak to Loften Deprez of Viscacha. Viscacha offers real-time sales data from retailers at an extremely high frequency.

In our conversation Loften and I talk about how he happened to name his company after a depressed-looking rabbit, as well as how the company came about and what makes it attractive to investors. 

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