The Alternative Data Podcast

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 our conversation back in October.If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMERThis 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.

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 of interest for the podcast, please get in touch. DISCLAIMERThis 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.

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, please get in touch. DISCLAIMERThis 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.

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 provider, and Spoiler’s characteristics.If you have a dataset that might be of interest for the podcast, please get in touch. DISCLAIMERThis 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.

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

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