The Alternative Data Podcast

In this episode I speak to Jeffrey Allan of Echo Ridge, a provider of US legislation alternative data. Echo Ridge’s unique dataset uses Jeffrey’s past experience as a lobbyist to predict the passage of the 250,000 pieces of legislation in the various US governments, and their likely effects on stocks.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

In this episode I speak to Hinesh Kalian, Director of Data Science at Man Group, the London-based hedge fund that runs $127 billion of client capital.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-190218096447And 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

In this episode I spoke to Adam Braff, formerly of McKinsey and Chief Data Acquisition Officer at Point 72. In our conversation Adam and I talked about some of the difficulties involved in extracting alpha from alternative data, including in how to set up your team most efficiently.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

In this episode I speak to Francesco Filia of Fasanara Capital,a fund that has been buying loans from the market for over a decade. Over that time Fasanara has developed a substantial amount of alternative data around borrowers, creating an ever more advanced selection process for future purchases.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-175331409967Finally, check out my new blogpost around Alternative Data Marketplaces https://www.exabel.com/blog/the-alternative-data-discovery-mechanismAny thoughts or questions please get in touch!

We've reached Episode 50!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.

This is an Emergency episode prompted by the SEC’s recent judgement which resulted in a $10 million fine for alternative data provider App Annie.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.