In this much longer episode than normal, I speak to Matei Zatreanu of System2.

As a provider of alternative data analysis advice to hedge funds and corporate clients, Matei sits in the privileged position of being able to explore and seek value in a vast array of alternative datasets.

In our conversation we talk about surviving Lehman Brothers, monthly beers with the early Alt Data community in New York, using external data to help corporates capture maximum revenues, how to choose the right alternative dataset, and the ongoing poker game that is the financial markets.  

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