The Alternative Data Podcast

In this episode I speak to Richard Dudley, Senior Portfolio Manager at Railpen, the fifth largest pension fund in the UK.In our conversation, Richard and I talk about a lot of the unusual realities that come from being part of a ten person team managing £7bn systematically from within a pension fund.Separately, I will be on stage at Neudata in London this week, and look forward to seeing many familiar faces there.DISCLAIMERThis podcast is an edited recording of an interview with Richard Dudley recorded in March 2025. The views and opinions expressed in this interview are those of Richard Dudley 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. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Tom Liu, Founder of Ideate Capital, an alternative data expert with many years experience working in both hedge funds and private equity.In our conversation, Tom and I talk around various types of alternative data and their use cases, before digging into the corporate sector's growing relationship with external data and AI, and the outlook for the future.Separately, I will be on stage at Neudata in London this month, and look forward to seeing many familiar faces there.DISCLAIMERThis podcast is an edited recording of an interview with Tom Liu recorded in March 2025. The views and opinions expressed in this interview are those of Tom Liu 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. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Mark Thompson who works in Primary Research for NBIM, the Norwegian sovereign wealth fund with $1.7tn under management.In our conversation, Mark and I discuss many of the unique challenges and opportunities that come with managing such a large amount of money, and the ways that the relatively lean team at NBIM ingest and use alternative data.DISCLAIMERThis podcast is an edited recording of an interview with Mark Thompson recorded in January 2025. The views and opinions expressed in this interview are those of Mark Thompson 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. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Tim Harrington, Founder and CEO at Battlefin, the alternative data discovery and events business that recently announced its acquisition of Exabel, the alternative data technology platform.In our conversation, Tim and I discuss the new acquisition, Battlefin's history, the future of alternative data events and what data seems to be most in demand right now.Wishing all listeners a very Happy Christmas and New Year.DISCLAIMERThis podcast is an edited recording of an interview with Tim Harrington recorded in December 2024. The views and opinions expressed in this interview are those of Tim Harrington 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. Hosted on Acast. See acast.com/privacy for more information.

This is the first ever live recorded episode, which took place at Neudata's Winter Summit in New York on December 5th.For the panel, I was fortunate to share the stage with Matei Zatreanu of System 2, Tjeerd van Capelle of aiLiftoff, Alexander Izydorczyk of CyberSyn and Kelly Kosciuszka of Schulte, Roth & Zabel, as we embarked on an attempt to predict the Future of Alternative Data in five years time.In our conversation we covered topics like innovation in datasets, the impact of LLMs, the new US administration's regulatory plans, consolidation in the space, the structure of hedge funds, and more.DISCLAIMERThis podcast is an edited recording of an interview with recorded in at the Neudata Winter Summit Event in December 2024. The views and opinions expressed in this interview are those of the event panelists 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. Hosted on Acast. See acast.com/privacy for more information.

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 London on November 21st, do come and say hi if you're there. DISCLAIMERThis podcast is an edited recording of an interview with Wenqi Zhou recorded in November 2024. The views and opinions expressed in this interview are those of Wenqi Zhou 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. Hosted on Acast. See acast.com/privacy for more information.

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 Battlefin London on November 21st. If you are a new data provider and would like to enter, please do get in touch with me.DISCLAIMERThis podcast is an edited recording of an interview with Tom Liu recorded in November 2024. The views and opinions expressed in this interview are those of Tom Liu 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. Hosted on Acast. See acast.com/privacy for more information.

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 this technological breakthrough.Separately, I will be speaking at the Quant Strats event in London this Tuesday so do say hi if you happen to be there too.DISCLAIMERThis podcast is an edited recording of an interview with Abraham Thomas recorded in October 2024. The views and opinions expressed in this interview are those of Abraham Thomas 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. Hosted on Acast. See acast.com/privacy for more information.

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 to buy the assets of the IEX Cloud platform from his former employer, we discuss what he now plans to do with it. DISCLAIMERThis podcast is an edited recording of an interview with Tim Baker recorded in September 2024. The views and opinions expressed in this interview are those of Tim Baker 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. Hosted on Acast. See acast.com/privacy for more information.

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 and achievable alpha have also shifted.We also discuss the vision for Parcosm.DISCLAIMERThis podcast is an edited recording of an interview with Brian Peltonen recorded in August 2024. The views and opinions expressed in this interview are those of Brian Peltonen 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. Hosted on Acast. See acast.com/privacy for more information.

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 vision for a crowd-sourced exhaustive social media dataset that is perfectly point in time thanks to blockchain technology.One mistake correction – in the episode when I talk about pigeons, I actually mean sparrows.DISCLAIMERThis podcast is an edited recording of an interview with Mathias Dail recorded in July 2024. The views and opinions expressed in this interview are those of Mathias Dail 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. Hosted on Acast. See acast.com/privacy for more information.

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.DISCLAIMERThis podcast is an edited recording of an interview with Greg Neufeld recorded in May 2024. The views and opinions expressed in this interview are those of Greg Neufeld 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. Hosted on Acast. See acast.com/privacy for more information.

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 came to change the whole scene.Separately, I will be in New York for the Neudata conference in the first week of June, I look forward to catching up with people while I'm there.DISCLAIMERThis podcast is an edited recording of an interview with Darren Voges recorded in May 2024. The views and opinions expressed in this interview are those of Darren Voges 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. Hosted on Acast. See acast.com/privacy for more information.

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 using data.Separately, I am speaking at Eagle Alpha in London on Thursday 16th May, so make sure to say hi if you're there.DISCLAIMERThis podcast is an edited recording of an interview with Qaisar Hasan recorded in May 2024. The views and opinions expressed in this interview are those of Qaisar Hasan 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. Hosted on Acast. See acast.com/privacy for more information.

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 provider or hurt a buyer that has not written their contracts with enough care.Separately, I am in Singapore for Battlefin next week so if you are in that direction and want to talk about an interesting dataset, do get in touch.DISCLAIMERThis podcast is an edited recording of an interview with Don D'Amico recorded in March 2024. The views and opinions expressed in this interview are those of Don D'Amico 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. Hosted on Acast. See acast.com/privacy for more information.

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 alternative data and the markets a great deal tighter. If you know of an alternative data story that needs to be heard on this podcast, please do get in touch.DISCLAIMERThis podcast is an edited recording of an interview with Kenneth Book recorded in February 2024. The views and opinions expressed in this interview are those of Kenneth Book 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. Hosted on Acast. See acast.com/privacy for more information.

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.DISCLAIMERThis podcast is an edited recording of an interview with Matt Ober recorded in January 2024. The views and opinions expressed in this interview are those of Matt Ober 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. Hosted on Acast. See acast.com/privacy for more information.

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 be hosting the macro panel at Battlefin in London tomorrow, so come and say hi if you're there. DISCLAIMERThis podcast is an edited recording of an interview with Ed Lavery recorded in September 2023. The views and opinions expressed in this interview are those of Ed Lavery 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. Hosted on Acast. See acast.com/privacy for more information.

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 discuss the UBS Evidence Lab's development, as well as Jason's views on alternative data's future consolidation, how banks approach the space, and the data he wishes he could have got his hands on. DISCLAIMERThis podcast is an edited recording of an interview with Jason DeRise recorded in August 2023. The views and opinions expressed in this interview are those of Jason DeRise 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. Hosted on Acast. See acast.com/privacy for more information.

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 patterns of hedge funds.We also touch on a subject dear to Mark's heart, which is neurodiversity and its higher propensity amongst technologists. DISCLAIMERThis podcast is an edited recording of an interview with Mark Ainsworth recorded in June 2023. The views and opinions expressed in this interview are those of Mark Ainsworth 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. Hosted on Acast. See acast.com/privacy for more information.

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 in New York this week where I will be moderating a panel at Battlefin, so I look forward to seeing many familiar and new faces there.DISCLAIMERThis podcast is an edited recording of an interview with Alex Izydorczyk recorded in May 2023. The views and opinions expressed in this interview are those of Alex Izydorczyk 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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. DISCLAIMERThis podcast is an edited recording of an interview with Francesco Cricchio and Matteo Campellone recorded in October 2022. The views and opinions expressed in this interview are those of Francesco Cricchio, Matteo Campellone 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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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 offering.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 Anu Murgai recorded in September 2022. The views and opinions expressed in this interview are those of Anu Murgai 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. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Martin Tsanov of TenderAlpha, a provider of government procurement data. In our conversation, Martin and I discuss the data scene in Bulgaria, the scale and availability of procurement data, and different countries' relationships with public spending and procurement. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Ryan Preclaw and Adam Kelleher of Barclays, who might have ‘the largest alternative data team on the street'. In our conversation, Ryan, Adam and I discuss how Barclays got into alternative data, and the diverse types of projects the team gets involved in. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Travis Nixon of SynerAI, an alternative data provider that uses NLP on vast quantities of information. Along with SynerAI, Travis has until recently been Chief Data Scientist in Financial Services at Microsoft and is currently joining Meta. In our conversation, Travis and I dig into the science of Natural Language Processing, and talk about how Travis sees NLP as the future of AI and not machine vision, as was previously believed. Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Thomas Delvecchio, alt data founder and angel investor.In our conversation, Thomas and I discuss his background creating tech survey data provider ETR, and have a topical discussion about how alt data providers have to cope with difficult markets, before finishing up talking about Thomas's new project.Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Laurent Bilke of Alternative Macro Signals, the macro data provider.In our conversation, Laurent and I discuss his background as an economist at the ECB and Citadel and the differences between working for a central bank and a hedge fund, and how Alternative Macro Signals predicts inflation.Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, do get in touch. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Jared Broad of QuantConnect, the open-source quantitative trading infrastructure.In our conversation, Jared and I explore QuantConnect's unique model, as it helps a growing stable of smaller quant funds compete with the more established market players, using alternative data.Meanwhile, if you have a notable or new dataset that you would like to discuss on the podcast, get in touch! Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Barbara C. Matthews of BCM Strategy, the provider of policy-related alternative data.In our conversation, Barbara and I explore how BCM's data first came about as a result of Barbara codifying the geopolitical advice she was providing to hedge funds, and how it has developed into its current form as an investment dataset. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Mathieu Colas of Starz Data, the Paris-based external data community.In our conversation, Mathieu and I discuss the future of data discovery, and how Starz might be the solution the market has needed.I am now back from paternity leave and the cupboard is looking a little bare, so please reach out if you would like to propose yourself or another guest for the podcast, preferably not somebody who has been on already. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Chandini Jain of Auquan, the provider of textual data.In our conversation, Chandini and I discuss the origins of Auquan, the service it provides today and the types of clients served.FYI, I'm on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Edward Igushev of TrueSource, the platform that helps providers to monetize their data.In our conversation, Edward and I discuss TrueSource's product as well as the development and future of paying for data.FYI, I'm on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Andrea Squatrito of Databoutique.com, the fashion company data provider based out of Milan.In our conversation, Andrea and I discuss the origins of Databoutique (formally known as RE Analytics), the challenges of working with luxury retail data and the education that is required for clients to understand the companies involved. FYI, I'm on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Thanh-Long Huynh of QuantCube, the Paris-based macro data provider.In our conversation, Thanh-Long and I discuss QuantCube's business model, which involves using alternative data to create macro nowcasts that are used by various client groups, and also QuantCube's partnerships with government departments and agencies.FYI, I'm on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Antony Tseng of Datayes, a China-based data provider.In our conversation, Antony and I discuss Datayes's origins, the types of data provided, and some of the differences between the Chinese and western alternative data scenes.FYI, I'm on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Daniel Sandberg of S&P Global Market Intelligence.In our conversation, Dan and I discuss the origins of S&P, his role at the company and the evolution of S&P's data marketplace vis a vis competitors in the market, and various interesting datasets that Dan has come across. This is the link to the research we discuss in the episode: https://www.spglobal.com/marketintelligence/en/topics/quantamental-researchFYI, I'm on paternity leave now and have left some podcast episodes to be released through the summer. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Rayne Gaisford of Jefferies, the US investment bank.In our conversation, Rayne and I discuss how his role in the market differs from that provided by M Science which is also owned by Jefferies, why some investment banks have been slow to embrace alternative data, and why some hedge funds succeed while others disappear. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Auren Hoffman, CEO of Safegraph, Host of 'The World of Daas' Podcast and previously founder of LiveRamp.In our conversation, Auren and I discuss the investment industry's relationship with data, the future of data discovery, DaaS vs SaaS companies, the regulatory outlook for data and Safegraph's recent experiences connected with Roe vs Wade. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Chirayu Patel of Rakani Capital, a fund that uses alternative data to provide a 6% set return for its investors.In our conversation, Chirayu and I explore the Rakani model, some of the advantages and challenges of being an emerging manager in this space, the pricing of datasets and the future of alternative data. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Lucas von Reuss, CEO of Quant IP, the Munich-based provider of patent data.In our conversation, Lucas and I discuss why Munich is the patent centre of Germany and Europe, the way patents are produced and what Quant IP does to make the data useful for investors, and the varied use cases for such a dataset. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Markus Ebner, Head of Multi-Asset at Quoniam, the Frankfurt-based quant fund.In our conversation, Markus and I discuss Quoniam's focus on news sentiment data, and how he sees alternative data developing in Europe.In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual. Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Adam Storch, Leader of the Event and Emerging Risk Examination Team at the SEC, and I welcome back Kelly Koscuiszka of the law firm Schulte Roth & Zabel.In our conversation, Adam and Kelly demystify the recent alternative data-related risk alert, and they give some clarity on what alternative data buyers and providers ought to be thinking about if they want to pursue best practice. In other news, I will be moderating a very well-informed panel about using data to understand geopolitical risk in the markets at Beryl Elites in New York on June 21st, I hope to see many listeners there - https://berylelites.com/4th-annual Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Tansu Demirbilek, an experienced macro quant investor who has previously worked at Campbell and Company, Man Group and Soros Investments. When Tansu and I spoke he was enjoying gardening leave before starting a new role. I asked him about his relationship with alternative data and how it had changed. In other news, I will be speaking at Beryl Elites in New York on June 20/21st, I hope to see many listeners there. Hosted on Acast. See acast.com/privacy for more information.