The Alternative Data Podcast

In this episode I speak to George Mussalli of PanAgora Asset Management. In our conversation, George and I talk about how the use of alternative data has become increasingly sophisticated since the early 2000s, when George first began integrating it into his investment strategies.

Separately, please join us on Wednesday at 10am EST for our weekly interactive conversations around Alternative Data. Join our LinkedIn group here to find out more: https://www.linkedin.com/groups/9059921/

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In this episode I speak to Sayali Saste of Grandview Research.

Sayali oversaw the production and publishing in 2020 of a document that has been highly influential in the Alternative Data space. The Grand View Research note valued the alternative data market at $1.64bn in 2020 and projected a 40% CAGR that would take it to $17.35bn in 2027.

In our conversation, Sayali and I dug into the way that forecast was created.

Separately, please join us on Wednesday for The Alternative Data Weekly Interactive. This week, Alexey Loganchuk and JP Gravitt will be leading a conversation around alternative data in private markets. More details can be found here: https://www.linkedin.com/groups/9059921/

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In this episode I speak to Jeffrey Ryan, former Citadel quantitative analyst and now Founder of Quant-at-large.

In our conversation, Jeff tells me about how solving his own investing problems using R led him to writing new packages for the coding language. These ended up being used extensively by the wider R community and landed him a job in his home town of Chicago with the giant hedge fund, Citadel, where he spent seven years.

Additionally, please join us on Zoom every Wednesday at 10am EST as we have an interactive conversation with various members of the alternative data community. This week, Evan Schnidman is with us to lead conversation around investing in data companies. Join this LinkedIn Group for more details - https://www.linkedin.com/groups/9059921/

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In this episode I speak to Abraham Thomas, co-founder of Quandl.

In our conversation Abraham and I discuss his fascinating life, from being caught in the first Gulf War, to joining a hedge fund in Japan, to founding and building up Quandl, one of the key players in the alternative data space, to selling it to Nasdaq in 2018.

In other news, I have written a blogpost around the past, present and future of alternative data, a link to which can be found in the Episode Web Page section or here: https://www.exabel.com/blog/alternative-data-the-past-present-and-future

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In this episode I speak to Michael Recce. Michael has had a varied career in the alternative data space, with a background in artificial intelligence academia and advertising technology before moving into the hedge fund space with Point72.

Michael has created data science teams for a hedge fund, Singapore's sovereign wealth fund, and the traditional asset manager Neuberger Berman, giving him a unique insight into the challenges involved, as well as a multi-perspective view of the alternative data scene.

Separately, I have written a blog post about "The Past, Present and Future of Alternative Data", which can be found in the episode links.

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In this episode I speak to Kelly Koscuiszka of the law firm Schulte, Roth & Zabel. Kelly is a specialist in all the legal matters surrounding the alternative data sector, and in our conversation we embarked on a tour of the regulatory horizon.

During our journey we touched on insider trading laws, the hiQ-LinkedIn web-scraping case, privacy issues, and the best ways that alternative data buyers and providers can protect themselves in a shifting legal environment.

Separately, I have written a blog post about "The Past, Present and Future of Alternative Data", which can be found in the episode links.

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In this episode I’m joined by Elizabeth Pritchard, who is topping all the alternative data ‘people moves’ lists following her announcement as the new CEO at Bitvore.

Elizabeth is well-established in alternative data. Having first entered this world as Global Head of Market Data at Goldman Sachs, she went on to co-found Crux Informatics and then White Rock Data. In our conversation we talked about her experience at Goldman, as well as some big picture thinking about the future of alternative data.

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In this episode I speak to Gene Ekster of Alt DG. Gene has been in alternative data pretty much since the beginning, and he even has a claim to having named the sector for a Wall Street Journal article.

In our conversation, Gene and I discuss the past, present and future of alternative data, as well as his data cleaning company Alt DG and his experience teaching alternative data at NYU.

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In this episode I speak to Spenser Marshall of M Science. M Science is one of the more established players in the alternative data world, having been first founded as Majestic Research back in 2002.

In our conversation, Spenser and I explore the company’s historical development, current offering, client-base, and we touch on some use cases of M Science’s data.

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In this episode I speak to Alexander Denev, co-author of The Book of Alternative Data and until recently a lecturer in the subject at Oxford University.

Alexander’s alternative data experience is vast, and in our conversation we cover a range of topics and use cases: from how to differentiate causality from correlation, to the use of alternative data to make predictions about the oil price, to the use of survey data in a model, to Fair AI and the future of Alternative Data.

As an aside I would like to congratulate previous guest JP Gravitt on gaining a new position with Neuravest.  

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