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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
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In this episode I speak to Wenqi Zhou, a quantitative researcher currently on gardening leave after stints at Balyasny and Citi. 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 Londo…
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In this episode I speak to Tom Liu, founder of ChinaScope and invaluable guide to the Chinese market. 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 B…
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The 2nd Abraham Thomas Episode
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In this episode I am delighted to welcome back Abraham Thomas, the co-founder of Quandl and now angel investor and haver of interesting thoughts. 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 th…
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In this episode I speak to Tim Baker, a familiar face in the community with a long and storied history in various data and markets roles. 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…
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In this episode I speak to Brian Peltonen, longtime Director of Data Analytics at Fidelity and recent co-founder of his new startup, Parcosm. 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 a…
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Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. 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 v…
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The ValueStream Ventures Episode
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46:06
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In this episode I speak to Greg Neufeld of ValueStream Ventures, a venture capital fund that invests in data-rich companies. 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 a…
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In this episode I speak to Darren Voges, one of various people who might claim to be a godfather of alternative data. Darren was the man who brought probably the most influential dataset in alt data’s history to the market – the Yodlee credit card dataset. In our conversation we talk through the story of how the dataset was launched, and how it cam…
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In this episode I speak to Qaisar Hasan, Founder of Maiden Century, a platform that distils the value of alternative data for buyside customers. 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 …
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In this episode I speak to Don D’Amico, formerly of Neudata and now the CEO and Founder of Glacier Network, a new company that helps data buyers manage the legal considerations in their data chain. In our conversation we track the evolving alternative data regulation conversation, and talk about the kinds of pitfalls that can blow up a data provide…
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In this episode I speak to Ken Book, the CEO and Founder of Fluid Markets, a new company that is trying to make KPIs tradeable by investors. 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 alternat…
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In this episode I speak to Matt Ober, a godfather in Data Sourcing, to discuss his history finding data in the early days of the space and his new project – Initial Data Offering. 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 wi…
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In this episode I invite back Ed Lavery, to discuss his new role at Placer.AI, the US location data provider, following his previous appearance on the Similarweb episode. 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…
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Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. 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 d…
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The Mark Ainsworth Episode
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1:10:13
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In this episode I speak to Mark Ainsworth, the former head of Data Science at Schroders, a two-and-a-half-centuries-old asset manager that is notable for its use of alternative data. 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 patter…
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In this episode I speak to Alex Izydorczyk, the former head of Data Science at Coatue and now Founder of Cybersyn, the new Snowflake-backed data-as-a-service company. 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 i…
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In this episode I speak to Or Lenchner, the CEO of Bright Data, a web-scraping alternative data provider. 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 st…
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In this episode I speak to Francesco Cricchio and Matteo Campellone of BRAIN, the provider of alternative data signals. 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. D…
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In this episode I speak to Greg Robin of Random Walk, the provider of retailer coupon and sale data. 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 o…
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In this episode I speak to Omri Shtayer, founder of Lagoon, the alternative data investment platform. 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…
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In this episode I speak to Marco Jean Aboav of Etna Research, the provider of indices that rolls together data scouting and quantitative signals creation. 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…
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In this episode I speak to Tjeerd van Cappelle of AiLiftOff, the brand new provider of alternative data solutions with the first being Spoiler, which uses Natural Language Understanding with earnings statements to predict future surprises. In our conversation, Tjeerd and I talk through the logistics around leaving NNIP and creating a new data provi…
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Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. 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 inv…
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Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. 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…
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Welcome to the Alternative Data Podcast, powered by CFM. I’m Mark Fleming-Williams. 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 o…
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