In our conversation, Zach and I discuss the evolution of transaction data, pricing, selling to quants vs discretionaries, and Zach’s new challenge at Stavtar.

Correction – when I’m describing the evolution of credit card data with Yodlee I say credit cards when I mean hedge funds, sorry about that.

DISCLAIMER

This podcast is an edited recording of an interview with Zach Zboralske recorded in March 2026. The views and opinions expressed in this interview are those of Zach Zboralske and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, we discuss the challenges of starting an HFT hedge fund, how Databento differentiates itself in the market data space, how AI labs are using market data and the hazards of being based remotely in Utah.

As we mention in the episode, we will be on stage together at Quantvision on Thursday, and I will be at Eagle Alpha on Wednesday. I look forward to catching up with familiar faces in New York.

DISCLAIMER

This podcast is an edited recording of an interview with Christina Qi recorded in March 2026. The views and opinions expressed in this interview are those of Christina Qi and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, we discuss Yann LeCun’s theory of AI world models, the differences between working for banks, hedge funds and sovereign wealth funds, how to diagnose why performance is bad, and the dream alpha-generating dataset.

More broadly, I never hear any feedback on the podcast so if you have any, please find me on LinkedIn and let me know.

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In our conversation Evan and I discuss a wide range of topics from how to hire a good data sourcer, to which data types are overrated, to whether exclusivity is a thing in the data market, to which jobs AI will erase first in our space.

In the podcast we mention Evan’s excellent conversation on Matei Zatreanu’s System2 podcast, which you should also check out if you like this one.

DISCLAIMER

This podcast is an edited recording of an interview with Evan Reich recorded in February 2026. The views and opinions expressed in this interview are those of Evan Reich and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Natalya and I discuss her career evolution as it tracked that of the whole alternative data sector. She opines on what makes a dataset valuable and the latest buzz out of Battlefin Miami last month.

In other news, I will be hunting for interesting datasets in Japan during the week of February 9th, so please do reach out if you know of any, either there or indeed anywhere else.

DISCLAIMER

This podcast is an edited recording of an interview with Natalya Dmitriyeva recorded in January 2026. The views and opinions expressed in this interview are those of Natalya Dmitriyeva and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Conor and I discuss his progress from selling indexes at LSEG, through joining Nasdaq in time for the Quandl acquisition, to a successful four years heading up equities data sourcing at Millennium, to his resting place in his current role.

In other news, I will be on the data panel at QuantMinds in London on November 19th, I look forward to seeing familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Conor Taggart recorded in November 2025. The views and opinions expressed in this interview are those of Conor Taggart and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Vlad and I discuss the technological gap between baseball analytics and Wall Street, how he is able to use weather data without being a weather man, whether AI can replace him and what a data provider should bear in mind about their product.

In other news, I will be hosting a panel at Battle of the Quants in London next week, I look forward to seeing familiar friends there.

DISCLAIMER

This podcast is an edited recording of an interview with Vlad Johnson recorded in October 2025. The views and opinions expressed in this interview are those of Vlad Johnson and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Mohsen and I discuss uses of news data, satellite data, LLM developments, differences between working on the buyside and sellside, and why physicists make good quants.

DISCLAIMER

This podcast is an edited recording of an interview with Mohsen Chitsaz recorded in October 2025. The views and opinions expressed in this interview are those of Mohsen Chitsaz and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Paul and I talk about the challenges of launching a new hedge fund in 2009 and how they would be different now, and where he sees the opportunities and risks in today’s environment.

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In our conversation, James and I talk about the advantages and challenges of creating an alternative data provider from within a large established corporation, Flywheel’s development through time and changes in the alternative data space overall.

Separately, I will be in Hong Kong during the first week of June, so any interesting data providers there please do reach out. Also check out my appearance on the JP Morgan Making Sense podcast if you’re interested in hearing about my role at CFM and more of my views on alt data.

DISCLAIMER

This podcast is an edited recording of an interview with James Griffiths recorded in May 2025. The views and opinions expressed in this interview are those of James Griffiths and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Ben and I talk about the data sourcing role, how it has changed, who to hire for a team, how the data world is changing and the impact of AI.

Separately, I will be interviewing Abraham Thomas on stage for Neudata next week in New York, which I am thoroughly looking forward to.

DISCLAIMER

This podcast is an edited recording of an interview with Ben Cohen recorded in May 2025. The views and opinions expressed in this interview are those of Ben Cohen and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Richard and I talk about a lot of the unusual realities that come from being part of a ten person team managing £7bn systematically from within a pension fund.

Separately, I will be on stage at Neudata in London this week, and look forward to seeing many familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Richard Dudley recorded in March 2025. The views and opinions expressed in this interview are those of Richard Dudley and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Tom and I talk around various types of alternative data and their use cases, before digging into the corporate sector’s growing relationship with external data and AI, and the outlook for the future.

Separately, I will be on stage at Neudata in London this month, and look forward to seeing many familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Tom Liu recorded in March 2025. The views and opinions expressed in this interview are those of Tom Liu and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Mark and I discuss many of the unique challenges and opportunities that come with managing such a large amount of money, and the ways that the relatively lean team at NBIM ingest and use alternative data.

DISCLAIMER

This podcast is an edited recording of an interview with Mark Thompson recorded in January 2025. The views and opinions expressed in this interview are those of Mark Thompson and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Tim and I discuss the new acquisition, Battlefin’s history, the future of alternative data events and what data seems to be most in demand right now.

Wishing all listeners a very Happy Christmas and New Year.

DISCLAIMER

This podcast is an edited recording of an interview with Tim Harrington recorded in December 2024. The views and opinions expressed in this interview are those of Tim Harrington and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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For the panel, I was fortunate to share the stage with Matei Zatreanu of System 2, Tjeerd van Cappelle of aiLiftoff, Alexander Izydorczyk of CyberSyn and Kelly Kosciuszka of Schulte, Roth & Zabel, as we embarked on an attempt to predict the Future of Alternative Data in five years time.

In our conversation we covered topics like innovation in datasets, the impact of LLMs, the new US administration’s regulatory plans, consolidation in the space, the structure of hedge funds, and more.

DISCLAIMER

This podcast is an edited recording of an interview with recorded in at the Neudata Winter Summit Event in December 2024. The views and opinions expressed in this interview are those of the event panelists and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Wenqi and I discuss the different uses of data on the sellside and the buyside, and her view on the current state of the China market.

I will be moderating the New Provider Showcase at Battlefin London on November 21st, do come and say hi if you’re there.

DISCLAIMER

This podcast is an edited recording of an interview with Wenqi Zhou recorded in November 2024. The views and opinions expressed in this interview are those of Wenqi Zhou and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Tom and I discuss his data offering and the development of China’s attitudes towards data, as well as the buyers and sellers of alternative data in China today.

In other news, I will be moderating the New Provider Showcase at Battlefin London on November 21st. If you are a new data provider and would like to enter, please do get in touch with me.

DISCLAIMER

This podcast is an edited recording of an interview with Tom Liu recorded in November 2024. The views and opinions expressed in this interview are those of Tom Liu and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, we dig into the varios impacts of AI and LLMs specifically on the alternative data and hedge fund worlds, exploring the winners, losers and potential futures that might come out of this technological breakthrough.

Separately, I will be speaking at the Quant Strats event in London this Tuesday so do say hi if you happen to be there too.

DISCLAIMER

This podcast is an edited recording of an interview with Abraham Thomas recorded in October 2024. The views and opinions expressed in this interview are those of Abraham Thomas and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation of two halves, Tim and I start by discussing a court case in which Tim is taking a deep interest, around the fate of the CUSIP identifier. We then discuss Tim’s recent coup in which he swooped to buy the assets of the IEX Cloud platform from his former employer, we discuss what he now plans to do with it.

DISCLAIMER

This podcast is an edited recording of an interview with Tim Baker recorded in September 2024. The views and opinions expressed in this interview are those of Tim Baker and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Brian and I talk about his development from computer game programmer to alternative data guru, and how the types of data that is available have changed over the years, as pricing trends and achievable alpha have also shifted.

We also discuss the vision for Parcosm.

DISCLAIMER

This podcast is an edited recording of an interview with Brian Peltonen recorded in August 2024. The views and opinions expressed in this interview are those of Brian Peltonen and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Mathias Dail, Co-founder and CEO at Exorde a data provider that ‘tells you what the world thinks in real time’.

In our conversation, we talk about the benefits of starting a company in Lyon, and Mathias’s achievements in building out his vision for a crowd-sourced exhaustive social media dataset that is perfectly point in time thanks to blockchain technology.

One mistake correction – in the episode when I talk about pigeons, I actually mean sparrows.

DISCLAIMER

This podcast is an edited recording of an interview with Mathias Dail recorded in July 2024. The views and opinions expressed in this interview are those of Mathias Dail and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, we discuss ValueStream’s relationship with alternative data companies, why Greg is interested in ‘data flywheel’ companies, and how a professional might make the jump into VC.

DISCLAIMER

This podcast is an edited recording of an interview with Greg Neufeld recorded in May 2024. The views and opinions expressed in this interview are those of Greg Neufeld and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation we talk through the story of how the dataset was launched, and how it came to change the whole scene.

Separately, I will be in New York for the Neudata conference in the first week of June, I look forward to catching up with people while I’m there.

DISCLAIMER

This podcast is an edited recording of an interview with Darren Voges recorded in May 2024. The views and opinions expressed in this interview are those of Darren Voges and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation we talk through Qaisar’s experience at Point 72 back at the formational period for Alternative Data, and discuss Maiden Century’s evolution and Qaisar’s view on the future of investing using data.

Separately, I am speaking at Eagle Alpha in London on Thursday 16th May, so make sure to say hi if you’re there.

DISCLAIMER

This podcast is an edited recording of an interview with Qaisar Hasan recorded in May 2024. The views and opinions expressed in this interview are those of Qaisar Hasan and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation we track the evolving alternative data regulation conversation, and talk about the kinds of pitfalls that can blow up a data provider or hurt a buyer that has not written their contracts with enough care.

Separately, I am in Singapore for Battlefin next week so if you are in that direction and want to talk about an interesting dataset, do get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Don D’Amico recorded in March 2024. The views and opinions expressed in this interview are those of Don D’Amico and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation we walk through Ken’s founder story, from a summer at Goldman Sachs through Y Combinator on the path to realising his vision, which when achieved will make the relationship between alternative data and the markets a great deal tighter.

If you know of an alternative data story that needs to be heard on this podcast, please do get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Kenneth Book recorded in February 2024. The views and opinions expressed in this interview are those of Kenneth Book and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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If you know of an alternative data story that needs to be heard on this podcast, please do get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Matt Ober recorded in January 2024. The views and opinions expressed in this interview are those of Matt Ober and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Ed and I discuss the strengths of location data, alternative data’s development and what he plans to bring with him from his previous role.

Separately, I will be hosting the macro panel at Battlefin in London tomorrow, so come and say hi if you’re there.

DISCLAIMER

This podcast is an edited recording of an interview with Ed Lavery recorded in September 2023. The views and opinions expressed in this interview are those of Ed Lavery and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Jason DeRise, who was one of the very earliest employees of UBS’s alternative data platform, Evidence Lab, and who has recently become a very active and followed commentator on the alternative data space.

In our conversation, Jason and I discuss the UBS Evidence Lab’s development, as well as Jason’s views on alternative data’s future consolidation, how banks approach the space, and the data he wishes he could have got his hands on.

DISCLAIMER

This podcast is an edited recording of an interview with Jason DeRise recorded in August 2023. The views and opinions expressed in this interview are those of Jason DeRise and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode, Mark and I discuss what made Schroders take this unusual route, and how his work there differed from the more familiar alternative data working patterns of hedge funds.

We also touch on a subject dear to Mark’s heart, which is neurodiversity and its higher propensity amongst technologists.

DISCLAIMER

This podcast is an edited recording of an interview with Mark Ainsworth recorded in June 2023. The views and opinions expressed in this interview are those of Mark Ainsworth and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode, Alex and I discuss the business opportunity he sees in buying up various datasets and making them available to a wide market of potential customers.

Separately I am in New York this week where I will be moderating a panel at Battlefin, so I look forward to seeing many familiar and new faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Alex Izydorczyk recorded in May 2023. The views and opinions expressed in this interview are those of Alex Izydorczyk and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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As well as being one of the largest web-scraping companies in the world, Bright Data is currently embroiled in a lawsuit with Meta that might shape the future of web-scraping as a business. Or and I discuss the history of Bright Data and the state of play with the court case.

Separately for any Japanese listeners, I will be in Tokyo during the week of April 17th and would be delighted to meet any data-related people while I’m there, so please do reach out.

DISCLAIMER

This podcast is an edited recording of an interview with Or Lenchner recorded in March 2023. The views and opinions expressed in this interview are those of Or Lenchner and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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After successful careers in physics research, Francesco and Matteo decided to join forces to create products to help investors in the markets.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Francesco Cricchio and Matteo Campellone recorded in October 2022. The views and opinions expressed in this interview are those of Francesco Cricchio, Matteo Campellone and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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For several years, Random Walk has been gathering data around the messaging and offers used by major retailers in their sales strategies. This data can be used to compare changes in these strategies, revealing retailer urgency. Greg and I recorded our conversation back in October.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Gregory Robin recorded in October 2022. The views and opinions expressed in this interview are those of Gregory Robin and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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With Lagoon now reaching the end of its story in its current form, Omri and I talk through the lifecycle of the company, from founding and growth through to the moment it became clear the firm could not continue.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Omri Shtayer recorded in December 2022. The views and opinions expressed in this interview are those of Omri Shtayer and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Marco and I get to grips with Etna Research’s product, and the type of investor who might be interested in it.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Marco Jean Aboav recorded in September 2022. The views and opinions expressed in this interview are those of Marco Jean Aboav and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Tjeerd and I talk through the logistics around leaving NNIP and creating a new data provider, and Spoiler’s characteristics.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Tjeerd van Cappelle recorded in September 2022. The views and opinions expressed in this interview are those of Tjeerd van Cappelle and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Sean Saint of G2, the provider of alternative data around the tech sector.

In our conversation, Sean and I discuss G2’s primary business as a centre for reviews about B2B tech products, and how this has turned into a useful dataset for investors in the technology space.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Sean Saint recorded in September 2022. The views and opinions expressed in this interview are those of Sean Saint and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Jonathan Bloch of Exchange Data, the provider of market data.

In our conversation, Jonathan and I understand Exchange Data’s offering and competitors, and how market data fits into the wider investment world, including alternative data.

If you have a dataset that might be of interest for the podcast, please get in touch.

DISCLAIMER

This podcast is an edited recording of an interview with Jonathan Bloch recorded in September 2022. The views and opinions expressed in this interview are those of Jonathan Bloch and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Anu Murgai of SpaceKnow, the provider of satellite data.

In our conversation, Anu and I talk through her long history as a portfolio manager before she switched to data, the satellite data supply chain and the various uses of SpaceKnow’s offering.

If you have a dataset that might be of interest for the podcast, please get in touch. 

DISCLAIMER

This podcast is an edited recording of an interview with Anu Murgai recorded in September 2022. The views and opinions expressed in this interview are those of Anu Murgai and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In our conversation, Martin and I discuss the data scene in Bulgaria, the scale and availability of procurement data, and different countries’ relationships with public spending and procurement.

Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch.

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In our conversation, Ryan, Adam and I discuss how Barclays got into alternative data, and the diverse types of projects the team gets involved in.

Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch.

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In our conversation, Travis and I dig into the science of Natural Language Processing, and talk about how Travis sees NLP as the future of AI and not machine vision, as was previously believed.  

Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch.

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In our conversation, Thomas and I discuss his background creating tech survey data provider ETR, and have a topical discussion about how alt data providers have to cope with difficult markets, before finishing up talking about Thomas’s new project.

Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch.

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In our conversation, Laurent and I discuss his background as an economist at the ECB and Citadel and the differences between working for a central bank and a hedge fund, and how Alternative Macro Signals predicts inflation.

Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch.

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In our conversation, Jared and I explore QuantConnect’s unique model, as it helps a growing stable of smaller quant funds compete with the more established market players, using alternative data.

Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, get in touch!

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In our conversation, Barbara and I explore how BCM’s data first came about as a result of Barbara codifying the geopolitical advice she was providing to hedge funds, and how it has developed into its current form as an investment dataset.

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In our conversation, Mathieu and I discuss the future of data discovery, and how Starz might be the solution the market has needed.

I am now back from paternity leave and the cupboard is looking a little bare, so please reach out if you would like to propose yourself or another guest for the podcast, preferably not somebody who has been on already.

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In our conversation, Chandini and I discuss the origins of Auquan, the service it provides today and the types of clients served.

FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer.

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In our conversation, Edward and I discuss TrueSource’s product as well as the development and future of paying for data.

FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer.

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In our conversation, Andrea and I discuss the origins of Databoutique (formally known as RE Analytics), the challenges of working with luxury retail data and the education that is required for clients to understand the companies involved.

FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer.

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In our conversation, Thanh-Long and I discuss QuantCube’s business model, which involves using alternative data to create macro nowcasts that are used by various client groups, and also QuantCube’s partnerships with government departments and agencies.

FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer.

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In our conversation, Antony and I discuss Datayes’s origins, the types of data provided, and some of the differences between the Chinese and western alternative data scenes.

FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer.

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In our conversation, Dan and I discuss the origins of S&P, his role at the company and the evolution of S&P’s data marketplace vis a vis competitors in the market, and various interesting datasets that Dan has come across. This is the link to the research we discuss in the episode: https://www.spglobal.com/marketintelligence/en/topics/quantamental-research

FYI, I’m on paternity leave now and have left some podcast episodes to be released through the summer.

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In our conversation, Rayne and I discuss how his role in the market differs from that provided by M Science which is also owned by Jefferies, why some investment banks have been slow to embrace alternative data, and why some hedge funds succeed while others disappear.

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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 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 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 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 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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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 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 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 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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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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In our conversation, Ben and I discuss PDL’s evolution and what can be achieved with records covering 1 billion individuals.

In other news, I will be moderating a panel at the Beryl Elites conference in New York on June 20-21. I hope to see some familiar faces there. https://berylelites.com/4th-annual

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In our conversation, Ryan, Nataliya and I discuss the situation in Ukraine and how Vertical Knowledge can help investors understand developments and try to look ahead to what will come next, both within the battlespace and in the wider global economy.

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In our conversation, Maksim and I discuss the evolution of the science of crypto investing, the different ways to perform fundamental analysis on bitcoin, ether and others, and Santiment’s offering in an increasingly competitive market.

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In our conversation, Chris and I discuss the securities lending market and how Chris’s proprietary volatility formula gives investors access to incredibly powerful short interest data.

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In our conversation, Daniel and I discuss the history of Earnest Research, how the company competed in the market by layering more value onto the raw data, and the future growth potential in the space.

Wishing all my listeners a very Happy Easter. 

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In our conversation Tim and I discuss the DTCC’s key role in the market, the length and breadth of its data offering, and the various phases of development seen in the capital markets.

On another note, it was a pleasure to see so many former and future podcast guests at Eagle Alpha last week, and at our impromptu drinks the night before. 

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In our conversation, Ajit and I discuss how the Bank of Canada is using payments data in innovative ways to make macro predictions, and the outlook for central banks using alternative data.

In other news, I hope you can join me at Eagle Alpha’s Unbound event in New York on April 6th, where I will be co-hosting the Hackathon. Additionally if you’re in town on Tuesday and fancy joining for alternative data drinks at 5.30pm, get in touch with me on LinkedIn and I’ll let you know where our small group is meeting.

<Disclaimer - The opinions expressed herein are those of the speaker's and do not necessarily reflect those of the Bank of Canada>

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Visible Alpha is a data provider that offers not just consensus estimates, but also the underlying models that show the working as to how the analysts arrived at those estimates.

In other news, I hope you can join me at Eagle Alpha’s Unbound event in New York on April 6th, where I will be co-hosting the Hackathon. A breakdown of the last Hackathon with its winner can be found in the previous ‘Hackathon’ episode of the podcast.

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In our conversation, Yves and I discuss the relationship between physics and quant investing, why Paris is such a hot spot for hedge funds these days and CFM’s evolving usage of data.

In other news, I will be co-hosting the Hackathon at Eagle Alpha’s New York event on April 6th, I hope to meet many listeners there!

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In our conversation, Toby and I talk from the roots of LinkUp as a job board itself, through compiling a monthly non-farm payrolls estimate which was swiftly relied upon in the financial markets, to being an established alternative data provider in the present day. 

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Eagle Alpha, an alternative data aggregator, is one of the more established names involved in alternative data having first started in 2012, and Niall took over as CEO last year.

In our conversation, Niall and I explore the whole alternative data market together, along with Eagle Alpha’s place within it.

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After a career focusing on the consumer sector from various viewpoints, Daniel in 2017 decided to start a consumer-focused hedge fund that would take advantage of the increasing availability of alternative data. Five years later Chimera is established and thriving, and looking to grow into the gaming and lodging sectors. 

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Robbert-Jan is a Quantitative Researcher in the Fixed Income space for Robeco, and in our conversation we discussed the implications of how alternative data can be used to trade corporate bonds. 

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In our conversation, Florin and I explore the use cases, clientele and functionality of how Soleadify works, along with the burgeoning tech scene growing up in Bucharest.

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Alexandria was one of the earlier alternative data providers on the scene, and in our conversation Dan discuss the early challenges of explaining NLP data to an unprepared market, and how the alternative data scene has developed in the subsequent decade and a half.

Meanwhile, it’s about time I gave a plug to John Farrell’s excellent weekly alternative data newsletter, sign-up link here: https://mailchi.mp/1c0d35628d4b/alt-data-weekly-subscriptions

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In our conversation, Carson and I discuss the challenges of building out a data function at a multi strategy hedge fund like Balyasny Asset Management.

In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape. We’ll broadly be trying to establish whether investors should be looking at Europe or Asia for more alternative data growth in 2022. Register here: https://www.eaglealpha.com/2021/11/24/interact-2-0-a-3-hour-virtual-event-february-2-2022/

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Along with being one of the first investors to use an ETF, Herb boasts extensive experience in alternative data since its very earliest beginnings, and has a particular interest in ESG. We discuss all manner of topics in our conversation.

In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape - https://www.eaglealpha.com/2021/11/24/interact-2-0-a-3-hour-virtual-event-february-2-2022/

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CenterBook is a fund that maximizes the benefit of having a privileged knowledge of a vast number of hedge funds’ investment positions, which it uses to build systematic portfolios adding in its own proprietary technology.

In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape https://www.eaglealpha.com/2021/11/24/interact-2-0-a-3-hour-virtual-event-february-2-2022/

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Helios takes natural language processing a step further by analysing not just the words spoken in, for example, earnings calls, but actually delving into the tone and cadence of the speaker.

This technology attempts to reveal what the speaker is actually feeling about what they’re saying, allowing an analyst to expose potential mismatches.

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In our conversation, Aron and I discuss what drove him out of NASA and into quantitative finance, the quant quake, how much alternative datasets are worth and whether data reliability is the key issue, and what he means by ‘market-leading’.

On a more topical note, wishing all my listeners a very happy and prosperous new year!

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In this episode I speak to Masashi Tsujinaka, CEO at Nowcast, the pre-eminent alternative data provider in Japan.

In our conversation, Masashi and I explore the alternative data scene in Japan: the types of data that are available, the types of customers looking to get hold of it, and value that can be extracted from it. 

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Vera has recently joined SigTech having previously enjoyed a successful career on the operations side of hedge funds including Two Sigma and Citadel.

In our conversation, Vera and I talk about the recent trend of buysiders moving across into product companies, SigTech’s offering, and some of the challenges Vera faces in creating a new US office. 

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In our conversation, Joe and I talk about the way alternative data usage has gone below the top line and is increasingly enabling a deeper analysis of a company’s past, present and future.

In other news, join us on zoom this Wednesday at 3pm London time for an interactive conversation about all things alternative data, with a focus on Synthetic Data, led by Jason Hills formerly of Facteus and Fabiana Clemente of YData. Join the LinkedIn group for more details: https://www.linkedin.com/groups/9059921/

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In our conversation, Vivek and I explore the shape of the Chinese investment scene, and discuss the relative penetration of alternative data and its likely future in China.

In other news, join me and other guests this Wednesday 8th December at the delayed Leading Point event where we will be discussing “Is Alternative Data Still Alternative?”. London in-person and virtual tickets are available here - https://www.eventbrite.co.uk/e/the-data-kitchen-tm-is-alternative-data-still-alternative-tickets-203242171807

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In our conversation Jason and I explore his journey into synthetic data, and his next plans.

In other news, join me and other guests on Wednesday 8th December at the delayed Leading Point event where we will be discussing “Is Alternative Data Still Alternative?”. London in-person and virtual tickets are available here - https://www.eventbrite.co.uk/e/the-data-kitchen-tm-is-alternative-data-still-alternative-tickets-203242171807

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In our conversation, Fabiana and I talk through a full introduction to synthetic data.

In other news, join me and other guests on Wednesday 8th December at the delayed Leading Point event where we will be discussing “Is Alternative Data Still Alternative?”. London in-person and virtual tickets are available here: https://www.eventbrite.co.uk/e/the-data-kitchen-tm-is-alternative-data-still-alternative-tickets-203242171807

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In our conversation Seth and I talk through exactly how he won, combining multiple alternative datasets to forecast the next inflation figure. As a mild warning, this is more technical than other episodes.

In other news, I will be speaking at the HFM European Quant Summit on Wednesday 17th November alongside Rani Piputri of NNIP, where we’ll be discussing ‘Acquiring and Combining Alternative Datasets’: https://www.hfmeuquantsummit.com/agenda

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In our conversation, Bradley and I talk about the effect the GameStop story had on the hedge fund industry, the past present and future of alternative data, and how it feels to be a buyer at an alt data conference.

Separately, I will be speaking at the HFM European Quant Summit on Wednesday 17th November alongside Rani Piputri of NNIP, where we’ll be discussing ‘Acquiring and Combining Alternative Datasets’: https://www.hfmeuquantsummit.com/agenda

The link to Bradley’s favourite piece: https://www.businessinsider.com/hedge-fund-data-buyers-at-alternative-data-conference-battlefin-2019-6

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In other news, I will be speaking at the HFM European Quant Summit on Wednesday 17th November alongside Rani Piputri of NNIP, where we’ll be discussing ‘Acquiring and Combining Alternative Datasets’ - https://www.hfmeuquantsummit.com/agenda

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In our conversation, Michael and I talk about the engineering challenges faced by a major hedge fund trying to remain competitive with alternative data, before then going on to explore his new project which sees him moving company KPIs onto the blockchain.

Separately, I will be speaking at the HFM European Quant Summit on Wednesday 17th November alongside Rani Piputri discussing Acquiring and Combining Alternative Datasets - https://www.hfmeuquantsummit.com/agenda

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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 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 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 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 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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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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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 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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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 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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Sahar and Francois have been building a novel company that generates alternative data, turns it into signals, and plans to become a hedge fund which invests into them as well

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In our conversation, Rani and I speak about her past in various Alternative Data-related positions in Europe, and what some of the ways in which she has been seeking alpha using alternative data at NNIP, her current employer. 

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In the first part of this conversation Evan and I discuss how his company Prattle rapidly predicted market reaction to new central bank announcements, before then going on to discuss his views on alternative data and how he chooses his investment targets.

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In our conversation, Omer and I discuss the differences between the corporate side and financial side of the alternative or external data world, and the innovative way in which Explorium matches customers with the data they need. 

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In our conversation, Louisa and I speak about how the ONS is able to bring to bear proprietary national datasets, such as traffic sensor data, on problems such as how to measure GDP growth. We also discuss the ONS’s very specific relationship with the alternative data ecosystem, and its different motivations as it serves a national public rather than investors or shareholders. 

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In our conversation, Ed and I discuss Similarweb’s offering, the float, and wider implications for the alternative data space as a whole going forwards. 

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Separately, join us on Wednesday at 10am EST for a discussion around whether ESG outperformance is set to end soon, led by CEO of RepRisk Philipp Aeby and Bitvore CEO Elizabeth Pritchard. Find more details here: https://www.linkedin.com/groups/9059921/

Finally, any London-based listeners should definitely come down to the Viaduct Tavern near Farringdon tube for Alternative Data Drinks this Thursday from 6pm. Grab a free ticket here: https://www.eventbrite.co.uk/e/alternative-data-social-with-mark-fleming-williams-exabel-tickets-163405912483

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In this episode I speak to Alexey Loganchuk of Sidera Labs. Alexey boasts a wealth of experience in and around the alternative data sector which makes him a fascinating conversation partner, particularly on the subject of alternative data in private markets, where he has focused much of his attention in recent years.

Separately, join us on zoom on Wednesday at 10am EST for The Alternative Data Weekly Interactive where Tracey Schumpert of the FISD and Sarah McKenna of Sequentum will be leading a conversation around Standardization in Alternative Data https://www.linkedin.com/groups/9059921/

And check out my blogpost on building the data mosaic using alternative data https://www.exabel.com/blog/building-the-data-mosaic-with-exabel

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In our conversation we discuss the various ways Truist fits into the alternative data ecosystem, and the cultural challenges of integrating a technology team into the financial world, among other things.

Jonathan will be leading the conversation this Wednesday the 7th at 10am EST on the Alternative Data Weekly Interactive, join the group on LinkedIn for more details -https://www.linkedin.com/groups/9059921/

Finally a date for the diary for Londoners, we’ll be doing Alternative Data drinks near Barbican tube on July 22nd, details to follow and/or get in touch if you want to know more. 

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Chris is a familiar face around the alternative data world, and in our conversation we talk about the old days of sourcing datasets, how the data scouting and strategy market has moved on, and big trends for this year.

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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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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 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 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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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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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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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 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 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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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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In our conversation, Thani and I talk about the efficiencies needed to unleash alternative data even more, advantages and challenges of being based in Europe, and the GDPR and Europe’s regulatory approach.

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In our conversation, Hendrik and I discuss the evolution and future of the ESG space, with reference to the area’s history, coverage and clientele.

If you find this conversation interesting and are left with follow-up questions, please join Hendrik and I for an Ask Me Anything session on Clubhouse on Wednesday 7th April at 17.30 GMT.

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First up, I speak to Stellios Stratidakis of MarineTraffic, a company that maps the data provided via the transponders aboard all the ships afloat at any given time. Along with the historical data and additional intelligence it layers on top, MarineTraffic should be the first port of call for anyone seeking to understand the situation on the water.

In the second part I speak to Philippe Pagnotta of Shipfix, a data provider more focused on the order and pricing data related to the shipping markets, with a particular focus on the dry sector.

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In our conversation Doug, Mohammed and I discuss the differences between external and alternative data, how McKinsey’s clients extract value from external data and challenges in risk management around using external data.

Doug and Mohammed also supply advice to alternative data providers around how to make their offering more attractive to corporate clients.

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In our conversation John and I spoke about challenges involved in selling alternative data, the tailwinds behind growth in the alternative data ecosystem, the expansion of alt data into corporate client usage and likely consolidation in the sector.

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In our conversation, JP and I spoke about the challenges of selling alternative data, the education process needed when dealing with different clients ranging from hedge funds into the corporate world, what happened at 7Park Data, the possible future direction of travel for the alternative data sector and the evolving types of jobs that are opening up in the sector.

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Rather than being an alternative data buyer or provider, Crux is a utility designed to serve the wider data market. Billing itself as ‘the DHL of data’, Crux provides a pipeline which streamlines the complicated and unwieldy process of transporting data from the provider to the consumer.

Philip’s own background in the upper echelons of Thomson Reuters and Bloomberg showed him the problems that he is now dedicated to solving. 

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Dating back to the early ‘00s, RavenPack is one of the pioneers of alternative data, since it was using natural language processing (NLP) techniques to extract meaning from textual data long before it became fashionable.

Peter’s position of Chief Data Scientist allowed us to get a little more technical in our discussion of RavenPack’s offering. 

(Note: reposted following edit from Ravenpack to RavenPack)

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LeapYear’s software is able to give peace of mind to owners of large datasets by ensuring they cannot be reverse engineered to reveal, for example, the personal data of individuals.

This means companies are able to release the full value in their data by selling it to investors as alternative data, among other things.

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As an established player with 6 years in the Chinese market, Moojing is in a strong position to take advantage of the growing alternative data interest in China. We talk about advertising to Chinese consumers, the e-commerce scene in China, and what market trends Philip has been seeing.

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Switzerland-based RepRisk is one of the founding fathers of the trending ESG sector, since it has been compiling environmental and social data since the mid-2000s, and kept up to date with the latest machine learning techniques used for generating it.

In our conversation, Philipp and I discuss his unusual background as a debut novelist, how ESG came to be quite so hot right now, and frontiers for the sector notably in the Chinese market. 

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Though the event was swiftly politicized into a David and Goliath story, perhaps the more interesting suggestion is that the markets might be faced with a new type of player, a co-ordinated mass of small investors not necessarily motivated only by profit.

In this emergency episode I speak to Sylvain Forté of SESAMm, an alternative data company that has been automatically monitoring forums like Reddit for many years, and which might provide assistance to traditional investors in understanding and coping with this new market influence. 

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Sarah’s long experience at the cutting edge of process automation has been perfect preparation for her work at Sequentum, a company which hedge funds and other enterprises use to web-scrape and prepare their data.

In our conversation, Sarah and I talk about Intelligent Process Automation’s move towards Hyper Automation, and the varied purposes to which Sequentum’s offering can be lent. 

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As a sourcer and buyer of alternative data, Olga has a long history in the sector and she provides a powerful overview into what works and what doesn’t, including some very useful advice for alternative data providers on how to make their product as attractive as possible to hedge funds like Synthesis.

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In our conversation Ben and I talk about how working in IBM’s HR Analytics department prepared him for the launch of Revelio, and about the multitudinous potential uses of his product – from tracking the movement of top talent, to correctly identifying which company would win the vaccine race, to understanding the global trends around ESG, remote working and falling wages. 

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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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In our conversation we talk about Paris’s AI and Alternative Data scene, new developments in SESAMm’s use cases around ESG and Private Equity, and technological advancements in Natural Language Processing.

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URSA Space is a satellite imaging company which is constantly sweeping the planet with a technology known as SAR. Akin to radar, SAR can see through clouds and is accurate enough to measure the heights of floating lids on giant oil containers, making it an invaluable tool for understanding the amount of oil in storage at a given moment around the world.

The potential uses of SAR are almost unlimited, from measuring the number of cars currently under construction to the changing height of Mount Everest to detecting troop movements at sensitive borders.

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Exabel is a company that delivers a platform for investment teams to get actionable insights from alternative data, without having to onboard a whole data science or quant team into the firm, with all the complications and costs that would imply.

In our conversation we talk about how Neil arrived at Exabel after a career of building companies, and how the platform could be a saviour for those companies trying to achieve the hard task of combining datasets. 

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Amass Insights is one of alternative data’s facilitators. The company provides a bridge for alternative data buyers to get access to the whole gamut of available datasets; at the last count Jordan and Mark had 13,000 alternative data providers on their books.

In our conversation we speak about how Amass Insights started off, and what Jordan and Mark have been seeing in the wider Alternative Data Space, both in terms of the hottest datasets and the emerging trends on the buyside. 

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First up is Eric Nunlee of QueXopa, a company that originated in Panama and has grown to be the pre-eminent provider of financial transaction data for the Latin America region.

Second is Gavriel Merkado of REalyse. As its primary offering REalyse provides all the information a UK real estate developer might need before investing in a property, and the company is increasingly making this information available to the financial markets in the form of Alternative Data.

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BMLL Technologies is a sophisticated data provider which sits at the cutting edge of the financial markets. The company’s proprietary systems allow it to condense vast quantities of trading data into much more manageable formats, which can then be used by hedge funds, asset managers and even stock exchanges themselves to improve their internal processes and try to find a new edge in the highly sophisticated, dog-eat-dog world of securities trading.

For anyone interested in learning more about this type of trading, I would highly recommend a new book - The Man Who Solved the Market, by Gregory Zuckerman.

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First up its Ed Dean of Woodseer, a London-based company which gives its clients an investing edge with accurate dividend forecasting.

In the second half I speak to Luke Kennedy of Fable Data, one of the first credit card transaction data companies to tackle the European market. 

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RIWI’s system, which involves taking advantage of nuances in the world wide web’s plumbing, not only gives it unusual access to populations in hard-to-reach geographies like China, but also randomizes its respondents in a way that avoids some of the traps that can be seen in today’s more traditional polling industry.

More information about the company can be found at www.riwi.com.

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Among other things, Yiannis tells me about how Advan has found that employee mobility can correlate closely with a company’s performance, and how Advan’s Miles Driven Index is useful for the auto, oil and insurance industries.

www.advanresearch.com

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As a location data company with a major European presence, Unacast is particularly aware of the new GDPR privacy regulations in Europe, and Thomas and I spoke about the challenges involved in trying to change consumer attitudes towards personal data and how it can be used for positive reasons.

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Thinknum is a web-scraper, and it serves as a conduit for investors and corporates who are interested in exploring all the information that you can find about a company on the internet.

This includes data like job postings, employee and customer reviews, and pricing information, amongst a wealth of other possibilities.

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As Covid-19 caused unprecedented changes to sweep the global economy, investors and analysts have sought new ways to get a real-time picture on the effects the virus was leaving in its wake. Meanwhile, technological advances in big data and machine learning have provided new sources from which to gain a day-to-day understanding of these seismic changes. The fast-growing sector of Alternative Data has been the result.

In the first episode of The Alternative Data Podcast we introduce the concepts behind Alternative Data and explore the current lay of the land in this emerging sector.

I am joined by Saeed Amen, the co-author of The Book of Alternative Data - a comprehensive introduction to the sector, which was released earlier this year.

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