The Alternative Data Podcast

In this episode I’m joined by Auren Hoffman, CEO of Safegraph, Host of 'The World of Daas' Podcast and previously founder of LiveRamp.

In our conversation, Auren and I discuss the investment industry’s relationship with data, the future of data discovery, DaaS vs SaaS companies, the regulatory outlook for data and Safegraph’s recent experiences connected with Roe vs Wade.

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In this episode I’m joined by Chirayu Patel of Rakani Capital, a fund that uses alternative data to provide a 6% set return for its investors.

In our conversation, Chirayu and I explore the Rakani model, some of the advantages and challenges of being an emerging manager in this space, the pricing of datasets and the future of alternative data. 

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In this episode I speak to Lucas von Reuss, CEO of Quant IP, the Munich-based provider of patent data.

In our conversation, Lucas and I discuss why Munich is the patent centre of Germany and Europe, the way patents are produced and what Quant IP does to make the data useful for investors, and the varied use cases for such a dataset.

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In this episode I speak to Markus Ebner, Head of Multi-Asset at Quoniam, the Frankfurt-based quant fund.

In our conversation, Markus and I discuss Quoniam’s focus on news sentiment data, and how he sees alternative data developing in Europe.

In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual.

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In this episode I speak to Adam Storch, Leader of the Event and Emerging Risk Examination Team at the SEC, and I welcome back Kelly Koscuiszka of the law firm Schulte Roth & Zabel.

In our conversation, Adam and Kelly demystify the recent alternative data-related risk alert, and they give some clarity on what alternative data buyers and providers ought to be thinking about if they want to pursue best practice.

In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual

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In this episode I speak to Tansu Demirbilek, an experienced macro quant investor who has previously worked at Campbell and Company, Man Group and Soros Investments.

When Tansu and I spoke he was enjoying gardening leave before starting a new role. I asked him about his relationship with alternative data and how it had changed.

In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there.

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In this episode I speak first to the founder of ESG Analytics, Qayyum Rajan, and then (37.32) to Anna-Marie Wascher, the founder of YvesBlue, the ESG platform for investors.

In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annual

Q's blog can be found here: https://altenomics.substack.com/

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In this episode I speak to Mikhail Samonov of Two Centuries, a quant fund that specializes in finding innovative solutions.

In our conversation, Mikhail and I discuss how alternative data and innovation go hand in hand in his team’s process.

In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annual.

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In this episode I speak to Kirk McKeown, Point 72’s Head of Proprietary Research until last year and recent co-founder of Carbon Arc, a new venture that provides decision intelligence to corporate clients.

In our conversation, Kirk and I discuss Kirk's background, the relationship between Primary Research and Alternative Data, Carbon Arc’s business model and the future of data.

In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there - https://berylelites.com/4th-annual.

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Following a rotten start to the year and a calamitous last week for crypto currencies, I speak to two experienced crypto investors – Francesco Filia of Fasanara Capital and Baxter Hines of Honeycomb Digital Investments.

First up, I welcome back Francesco who has just raised $350m for crypto and fintech investments with the memorable quote “chaos brings opportunities”.

<24.23> Next up is Baxter Hines, CIO at Honeycomb Digital and author of the book ‘Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain’. Baxter and I spend time discussing the big future that crypto and blockchain could unlock. 

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