The Alternative Data Podcast


The GameStop Episode

Season 1, Ep. 999

This week, international news was full of a story in which a group of independent investors collaborated via the web-based chat forum Reddit to go up against Wall Street hedge funds and win, specifically by buying options and shares in GameStop, a stock that the hedge funds had sold short.

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. 

More Episodes

Monday, March 13, 2023

The Bright Data Episode

Season 2, Ep. 1
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 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.DISCLAIMERThis 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.