The Alternative Data Podcast

In this episode I speak to Kirk McKeown, Point 72’s Head of Proprietary Research until last year and recent co-founder of Carbon Arc, a new venture that provides decision intelligence to corporate clients.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.

Following a rotten start to the year and a calamitous last week for crypto currencies, I speak to two experienced crypto investors – Francesco Filia of Fasanara Capital and Baxter Hines of Honeycomb Digital Investments. 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.

In this episode I speak to Ben Eisenberg of People Data Labs, the provider of B2B and professional data.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

In this episode I speak to Ryan Schreiber and Nataliya Bugayova of Vertical Knowledge, a provider of web-scraped data that is particularly suited to serving geopolitical requirements.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.

In this episode I speak to Maksim Balashevich of Santiment, a provider of data for investing in crypto assets.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.

In this episode I speak to Chris Sappo of Tidal Markets, a provider of short interest volatility data.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.