Podcasts about estimize

#marketingstrategy #dataanalytics On CXOTalk episode 787, we explore quantitative marketing strategy with Professor Oded Netzer of the Columbia University business school and Amy Jaick, the institution's Chief Marketing Officer.The conversation covers leveraging data and analytics, the power of personalization, ROI evaluation, the role of A/B testing, and the emergence of quantitative intuition in decision-making:► What is quantitative marketing?► Importance of data and analytics in understanding customers► The power of personalization in marketing► Evaluating return on investment (ROI) in marketing► The role of A/B testing in quantitative marketing► Data collection in marketing: Insights and challenges► Working with structured and unstructured data in marketing► Advice to marketers on approaching data strategically► Privacy concerns in data-driven marketing► What is quantitative intuition?► Incorporating quantitative intuition into business decision-making► The role of artificial intelligence in marketing: insights and limitations► How to combine quantitative marketing techniques and intuition for effective decision-makingSubscribe to the CXOTalk newsletter and stay informed! https://www.cxotalk.com/subscribeVisit CXOTalk: https://www.cxotalk.com/episode/quantitative-marketing-data-driven-strategies-and-challengesProfessor Oded Netzer's expertise centers on one of the major business challenges of the data-rich environment: developing quantitative methods that leverage data to gain a deeper understanding of customer behavior and guide firms' decisions. He focuses primarily on building statistical and econometric models to measure consumer preferences and understand how customer choices change over time, and across contexts. Most notably, he has developed a framework for managing firms' customer bases through dynamic segmentation. More recently, his research focuses on leveraging text-mining techniques for business applications.Amy Jaick is the Chief Marketing and Communications Officer at Columbia Business School. She works across functions and channels to create integrated programs that bring CBS's mission, vision, and values to life. Prior to joining CBS, Amy built and led the first-ever corporate digital marketing and communications team at ViacomCBS and helped launch Goodman Media's digital business. Jaick has also held the role of Director of Digital Marketing at Estimize, where she implemented acquisition, engagement, and retention campaigns across mediums. Before Estimize, she oversaw marketing for The Economist's events business in North and South America, after first serving as The Economist's Communications Manager for the region. Jaick initially began her career at Goodman Media designing media relations programs for marquee clients.

Amy Jaick is the Chief Marketing & Communications Officer at Columbia Business School (CBS). The school was established in 1916 and offers MBA, PhD, MS and Exec Ed programs today. Amy works across functions and channels to create integrated programs that bring CBS's mission, vision and values to life.This is Amy's first CMO role. She was previously the Vice President of Digital and Social Strategy at ViacomCBS, where she built and led their first-ever corporate digital marketing and communications team and helped launch Goodman Media's digital business. She has also worked for The Economist and Estimize.In this episode, Amy and Jim discuss how 2020 made her reexamine her career choices, why she made the shift from digital marketing to education, and what companies can do to attract a new generation of talent.Check out the first edition of The CMO Podcast Magazine.In it, host Jim Stengel talks to marketers and executives about how to become an inclusive leader and the ways they're promoting DE&I (Diversity, Equity & Inclusion).This includes discussions about initiatives they're implementing in their company, how they're succeeding, and why DE&I is vital to their bottom line. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Leigh Drogen is the General Partner and CIO of Starkiller Capital, a quantitative asset manager in the digital asset space. Leigh came to the crypto world after experience at a quantitative hedge fund, as an early employee at StockTwits, and as the founder of Estimize, a buyside-driven earning estimate platform that today is one of the largest in the world. Our conversation covers Leigh's background and lessons on markets from both a retail and institutional lens. We discuss Estimize, insights into hedge funds, and his shift to crypto. We then dig into the investment process at Starkiller, the nuances of fundamental modeling in crypto, and managing risk. We close with Leigh's perspective on what's to come for crypto and hedge funds. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍

Our guest is Vinesh Jha, founder and CEO of ExtractAlpha, an independent research firm dedicated to providing unique, actionable alpha signals to institutional investors. In today's episode, we're talking all things quant finance and alternative data. Vinesh walks through his background at StarMine, which built a Morningstar-esque company for equity research, and then dives into what he's doing today at ExtractAlpha. He shares all the different ways he analyzes alternative data, whether it's looking at sentiment and ticker searches or using natural language processing to analyze transcripts from earnings calls. Then he shares whether or not he thinks alternative data can help investors focused on ESG.   As we wind down, we touch on ExtractAlpha's merger with Estimize and the ability to crowd source financial intelligence. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

Show #1354 If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Wednesday 26th January. It's Martyn Lee here and I go through every EV story so you don't have to. Thank you to MYEV.com for helping make this show, they've built the first marketplace specifically for Electric Vehicles. It's a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too. Welcome to a new PRODUCER GLEN MASON GENERAL MOTORS WILL BUILD A THIRD EV BATTERY FACTORY IN THE US General Motors announced a $7 billion investment in growing its electric vehicle manufacturing capabilities in Michigan, calling it “the single largest investment announcement in GM history.” The company will spend the money on four manufacturing sites, with plans to create 4,000 new jobs and retain another 1,000 in the state. The investment includes construction of a new battery cell plant in Lansing and the conversion of GM's assembly plant in Orion for production of the Chevy Silverado EV and the electric GMC Sierra. GM has said it will spend $35 billion by 2025 on electric and autonomous vehicles It's also a sign of GM's continued confidence in the growth of the EV market, despite representing only 3 percent of sales in the US over the last year. https://www.theverge.com/2022/1/25/22900729/gm-ev-battery-factory-invest-michigan-us G.M. has battery plants under construction in Ohio and Tennessee, and has retooled a plant in Detroit, where it recently started making an electric Hummer truck. It also plans to make electric vehicles at a plant in Ontario and at another in Mexico. G.M.'s new Michigan battery plant, like G.M.'s other battery plants, will be a joint venture between the automaker and LG Electric. It will be built on the site of an existing plant in Lansing, at a cost of $2.6 billion to be shared between G.M. and LG. G.M. will also invest $4 billion to enable a plant in Orion Township The company expects to add 2,350 jobs at the Orion factory and to retain 1,000 other jobs at the plant when pickup production starts. G.M. expects the Orion plant and the Detroit plant, known as Factory Zero, to eventually be able to make 600,000 electric full-size trucks a year. The company said that by the end of 2025, it planned to have a total annual manufacturing capacity of one million electric vehicles. https://www.nytimes.com/2022/01/25/business/general-motors-electric-vehicle-plant.html WHITE HOUSE TO HOST GM, FORD AMONG CEOS AT MEETING ON SPENDING PUSH The White House plans to host the chief executives of major U.S. companies including auto and tech sector firms on Wednesday to discuss President Joe Biden's signature $1.75 trillion Build Back Better legislation. General Motors CEO Mary Barra, Ford Motor (F.N) CEO Jim Farley Biden on Tuesday touted GM's announcement of a new $7 billion investment in Michigan, adding 4,000 jobs and boosting electric vehicle and battery manufacturing. Biden's proposal would increase the current $7,500 EV tax credit to up to $12,500 for union-made U.S. vehicles as well as creating a credit of up to $4,000 for used vehicles. The bill would also again make GM and Tesla Inc (TSLA.O) eligible for tax credits after they hit the 200,000-vehicle cap on the existing $7,500 credit. https://www.reuters.com/business/white-house-host-ceos-spending-bill-push-2022-01-25/ PLANS FOR SECOND LG PLANT IN HOLLAND COMING TOGETHER, BUT NOT 'DONE DEAL' Despite dirt already moving on the site of a proposed expansion of LG Energy Solution's electric vehicle battery plant in Holland, Holland is still competing for the final blessing to be the site of $1.7 billion in investment from LG. The state of Michigan is expected to offer substantial incentives to LG Energy Solution for the project, but no official word on what those incentives will amount to is expected until a state board votes on the incentive package in late February. LG Chem's battery-making subsidiary LG Energy Solution is proposing building a second plant with the primary building, at 1 million square feet, even larger than the existing Holland plant. The total footprint of the proposed project is 1.4 million square feet. According to city documents, LG plans to hire 1,200 employees by 2025 to staff the second plant at an average wage of $50,000. Ever since LG Chem chose to build its first battery plant in Holland in 2010, city officials have known there was a chance for a second major investment in the city on land LG owns directly to the north of the current plant https://eu.hollandsentinel.com/story/business/manufacturing/2022/01/25/plans-second-lg-plant-holland-coming-together-but-not-done-deal/9208985002/ TESLA (TSLA) Q4 2021 EARNINGS PREVIEW Tesla (TSLA) is set to announce its fourth-quarter and full-year 2021 financial results tomorrow, January 26, after the markets close. As usual, a conference call and Q&A with Tesla's management is scheduled after the results. Earlier this month, Tesla confirmed that it delivered 308,600 electric vehicles during the last quarter. The Wall Street consensus for this quarter is $17.112 billion, and Estimize, the financial estimate crowdsourcing website, predicts a higher revenue of $17.416 billion. The earnings are more of a hit-or-miss since it depends on how much Tesla is spending that quarter, and with supply chain issues and cost increasing at new factories being brought online, it could be not as profitable despite record revenues. https://electrek.co/2022/01/25/tesla-tsla-q4-2021-earnings-preview-what-to-expect/ TESLA Q4 2021 EARNINGS Q&A – SAY.COM What's the current volume of 4680 cells? Please update us on progress of in-house battery cell and structural battery pack production. How is the progress of the 25k compact car? Can you give any update.? As Free Cash Flow grows well in excess of Capital Expenditures, what will you do with the pile of cash? Tesla is growing rapidly, is Tesla growing the customer service at the same pace? How do you plan to make better car service with this rate of growth? https://app.saytechnologies.com/tesla-2021-q4?filter=all&sort=num_upvotes TESLA 'PASSENGER PLAY' OPTION PROMPTS NHTSA TO OPEN PRELIMINARY EVALUATION Tesla's Passenger Play feature has prompted the NHTSA to open a “Preliminary Evaluation” into the capabilities of the option, which will require the automaker to submit certain information to the agency by March 4. “Following the opening of a preliminary evaluation of Tesla's “Passenger Play,” Tesla informed the agency that it is changing the functionality of this feature. In a new software update, “Passenger Play” will now be locked and unusable when the vehicle is in motion. The Agency maintains regular discussions with all manufacturers to discuss potential safety concerns of these systems, including Tesla's response to our concerns about this feature,” the NHTSA told Teslarati in a statement. https://www.teslarati.com/tesla-passenger-play-nhtsa-preliminary-evaluation/ KIA EV6 PRICING STARTS AT $42,115, ARRIVES AT DEALERS IN A FEW WEEKS The Kia EV6 will start at $42,115 after the $1,215 destination. Although, the federal tax credit for EVs will drop the base cost down to $34,615. These prices are for the vehicle with the standard 58-kilowatt-hour battery pack. Upgrading to a trim level with the 77.4-kWh unit will take the starting cost to $48,215. The first examples of the EV6 should be in showrooms in the coming weeks. In late 2022, Kia will add the EV6 GT to the lineup. It will use a dual-motor powertrain making 215 horsepower (160 kilowatts) at the front and 362 hp (270 kW) at the rear. The total system output is 576 hp (430 kW). This grade will be able to hit 60 miles per hour (96 kilometers per hour) in less than 3.5 seconds https://www.motor1.com/news/563097/kia-ev6-official-pricing-release/ BENTLEY TO INVEST $3.4 BILLION TO EXCLUSIVELY OFFER EVS BY 2030 Bentley Motors plans to spend 2.5 billion pounds (about $3.4 billion) over the next decade to become a fully electric luxury brand by 2030.  The investment will include research and . development and significant upgrades to Bentley's historic plant manufacturing campus in Crewe Bentley's first electric vehicle is scheduled to roll off the production line in 2025, according to the company. The change is a major move for the automaker, which is best known for its uber-luxurious vehicles with eight- and 12-cylinder engines Bentley currently offers a $160,000 plug-in hybrid version of its Bentayga SUV. Bentley's plans follow its second consecutive year of record sales. It reported sales of 14,659 vehicles last year, a 31% increase over the company's previous sales record of 11,206 cars and SUVs in 2020. https://www.cnbc.com/2022/01/26/bentley-to-invest-3point4-billion-to-exclusively-offer-evs-by-2030.html EV OWNERS FACE 'POSTCODE LOTTERY' AS JUST 21 COUNCILS OFFER FREE CHARGING POINTS https://inews.co.uk/inews-lifestyle/money/motoring/electric-car-owners-postcode-councils-free-charging-points-1422446 EV MAKER LINK TO INVEST $265 MLN IN MEXICAN PLAN https://www.reuters.com/technology/ev-maker-link-invest-265-mln-mexican-plant-2022-01-26/ OSHKOSH CORP. UNVEILS ELECTRIC-HYBRID MILITARY VEHICLE https://eu.jsonline.com/story/money/business/2022/01/25/oshkosh-corp-unveils-electric-hybrid-military-vehicle/9208176002/ SEE CAMOUFLAGED VOLKSWAGEN ID. BUZZ SPOTTED IN NORWAY https://insideevs.com/news/563009/volkswagen-id-buzz-spotted-norway/ NEW QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM Tom Moloughney's Lucid Air 70mph range test yielded a real world highway range of 500 miles. That raises the bar by a huge amount and make the Lucid Air easily the longest range EV ever tested. But…do EV's ever need a range of 500 miles? Email me your answer now: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And  if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/

In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to blockchain based digital assets.   In today's episode, we start with a brief overview of the asset management space and what Leigh learned from running Estimize, the largest estimates financial platform in the world. Then we turn to crypto. We hear what sparked Leigh's interest in the space and the process of building a trend and momentum model that led him to push his chips all in last October.   We talk about the importance of crypto's incentive structure, what things like staking and crypto lending mean, and what some of the biggest risks are in the space.   Please enjoy this episode with Starkiller Capital's Leigh Drogen.     -----   Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com   -----   Today's episode is brought to you by Vinovest. Vinovest makes it easy to invest in fine wine. Vinovest's investment platform lets you buy and sell wines that have increased in value like Screaming Eagle and Chateau Lafite. Vinovest provides access, storage, and insurance. All you have to do is sit back, relax, and enjoy a glass of wine. In fact, fine wine has outperformed the S&P 500 over the last 20 years. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.

How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper's “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood's streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

AirBNB return to growth, explaining Bill.com's multi-billion purchase of Divvy -- it's more than a high-flying stock, Roku's creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can't Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Entrepreneur extraordinaire Leigh Drogen, founder and CEO of Estimize Inc, stops by the pod for a wide-ranging chat Leigh and Patrick chart the origins and inspirations behind Estimize, what so many get wrong about earnings trends (6:30), Bitcoin (11:45), Cathie Wood (17:24), and much more!

Entrepreneur extraordinaire Leigh Drogen, founder and CEO of Estimize Inc, stops by the pod for a wide-ranging chat Leigh and Patrick chart the origins and inspirations behind Estimize, what so many get wrong about earnings trends (6:30), Bitcoin (11:45), Cathie Wood (17:24), and much more!

This week, Catherine Mealor, an analyst at KBW, came on to talk about what KBW's restoration index says about the road to economic recovery and how dependent it is on further fiscal stimulus. Mark Palmer, a fintech analyst at BTIG, joined to discuss how fintech companies like the Cash App are trying to ride the cryptocurrency wave. Win Thin, the global head of currency strategy at Brown Brothers Harriman, offered his outlook for global FX as emerging markets near record highs. Then Leigh Drogen, the founder and CEO of Estimize, goes through the week of eye-watering IPOs with DoorDash and Airbnb and the impact of such high retail interest in the IPOs.

This week, Ursula Burns, the former CEO of Xerox and current senior advisor at Teneo, joined to talk about her work leading the Board Diversity Action Alliance and why she thinks corporate leaders should be speaking out even more on societal issues. Leigh Drogen, the founder and CEO of the open financial estimates platform Estimize, came to on to talk about how big tech's stay-at-home rally turned into a rout this week and if valuations are really that far off for the sector. Then Exante Data Founder and CEO, Jens Nordvig, joined to discuss the state of the global recovery and whether there is a clear data correlation coronavirus cases and economic indicators.

Show #536   Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Monday 22nd July 2019. It’s Martyn Lee here and I go through every EV story to save you time.           Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too.   AUDI TARGETS TESLA OWNERS IN E-TRON MARKETING PUSH "Reports from the electric car community in Germany have noted that Audi has been placing promotional merchandise at Tesla Club tables during exhibitions. Demo units of the e-tron are also being parked at select Supercharger stations. " says Simon at Teslarati: "One promotional Audi e-tron unit was even photographed blocking a Supercharger stall, similar to how anti-EV drivers “ICE” an electric car charging station. With a 204-mile EPA rating, the e-tron has less range than a Model 3 Standard Plus, or even a 2012 Model S. Thus, by placing the e-tron at Superchargers, Audi could risk highlighting the e-tron’s range disadvantage to potential customers. Apart from this, Audi does not have its own charging infrastructure. The e-tron is capable of rapid charging, but the vehicle relies on third-party solutions for long-distance travel."   https://www.teslarati.com/audi-etron-blocks-tesla-superchargers-advertisement/   URBAN ELECTRIC RELEASES IMAGE OF ON-STREET POP-UP CHARGER "British startup Urban Electric has released an image of its UEone, a retractable pop-up charging hub for residential on-street parking." reports ChagedEVs.com: "The company says its charger is a solution for the 50% of UK city drivers who park on the street at night. The company plans to install the units as fast charging hubs on residential streets and on-street public parking bays. The retractable units will charge vehicles overnight during off-peak hours, and are designed to minimally impact the urban streetscape. The project will integrate hub charging with the Appy parking platform to provide a seamless parking and charging experience which will include road sensors that let drivers know if a parking bay is available."   https://chargedevs.com/newswire/urban-electric-releases-image-of-on-street-pop-up-charger/   BMW'S NEW CEO IS DOUBLING DOWN ON THE STRATEGY THAT GOT THE LAST CEO OUSTED "In what Automotive News is declaring a “bold way forward,” new BMW CEO Oliver Zipse is promising not to make electric cars on a platform that is not explicitly designed for their propulsion system, not because that is better for BMW’s customers but for BMW’s ease of manufacturing:" says Jalopmik today:"This is a very different approach from companies like Volkswagen, which see the future of EVs as needing dedicated platforms Batteries can be laid flat like a pancake across virtually the entire bottom of a car on a dedicated EV platform, enabling much more of them and with better weight distribution, and electric motors can be placed in much more inconspicuous spots than with a traditional piston engine."   Automotive News said: "Zipse delivered a 40-minute talk at the Oxford plant, half of it devoted to why BMW shouldn’t go down the same path as Volkswagen and others in creating vehicle platforms that are uniquely electric. Instead, he said, BMW must have platforms that can go either way. That has been a topic of strategic debate inside BMW in recent years, complicated by the company’s relatively limited global production capacity. BMW in June said it will introduce 25 electrified models by 2023. Zipse was at the plant in southern England to present Mini’s first electric car, the Cooper SE. It is built on the same platform as combustion-engine cars that are moving down the same assembly line. He said the cost to adapt the plant was minimal and did not require a big effort."   https://jalopnik.com/bmws-new-ceo-is-doubling-down-on-the-strategy-that-got-1836597860   2021 BMW INEXT REVEALS POLYGONAL STEERING WHEEL IN NEW TEASER "It was at the end of May when BMW hopped inside the cabin of the iNEXT to provide us with an official glimpse of the SUV’s cabin by showing off the back of the massive driver-oriented curved display. Fast forward to July 22, a new interior detail has been revealed as we get to see the electric vehicle’s all-new steering wheel that represents a departure from previous designs." according to Motor1: "The production-ready iNEXT will boast a polygonal steering wheel featuring an almost flat rim at the upper and lower sections combined with rounded corners at the sides. BMW explains they did this not just for the sake of coming out with something new, but to make it easier to figure out the steering angle based on the position on the wheel compared to a traditional circular-shaped wheel. The two-spoke steering wheel boasts optical fibers built into the side sections that light up whenever the driver needs to take control of the iNEXT or when the automated driving functions are available. "   https://www.motor1.com/news/361024/2021-bmw-inext-steering-wheel/   TESLA’S (TSLA) Q2 2019 EARNINGS CALL "Tesla (NASDAQ:TSLA) is poised to hold its second-quarter earnings call after the markets close on Wednesday. With the electric car maker exceeding expectations on its vehicle production and deliveries, all eyes are now on the company as it tries to return to profitability, which it was able to achieve in the third and fourth quarter of 2018." reports Teslarati: "As for revenue, FactSet expects Tesla to report sales of $6.5 billion in the second quarter, an improvement over the $4 billion the company reported in Q2 2018 and the $4.5 billion in the first quarter. Estimize, for its part, expects Tesla to report sales of $6.6 billion."   https://www.teslarati.com/tesla-tsla-q2-2019-earnings-call-wall-st-estimates/   FENIX POWER NOW PLANS TO MAKE YOUR OLD LEAF MORE LIKE A TESLA "As we’ve reported before, Fenix Power had plans to offer batteries for degraded Nissan LEAFs, and eventually other vehicles. Now, after a recent merger, it wants to do a whole lot more. By combining forces with Chargeshare Network and keeping the Fenix name, it plans to offer a range of services that can help an older LEAF and other EVs be a lot easier to use." reports CleanTechnica: "Let’s face it — there are a lot of used LEAFs out there that would make the average driver run away from EVs and not go back for a long time. By having options for older vehicles to stay on the road without having to pay Nissan an exorbitant amount, the situation is massively improved. Fenix Power will be providing new cooled and monitored batteries of 24–40 kWh to replace their aging and degraded factory packs much more affordably than Nissan does."   https://cleantechnica.com/2019/07/22/with-a-merger-fenix-power-now-plans-to-make-your-old-leaf-more-like-a-tesla/   TESLA REVEALS REVOLUTIONARY NEW WIRING ARCHITECTURE "Tesla has revealed its revolutionary new wiring architecture that enables more robot automation in the manufacturing process and uses fewer materials for its upcoming cars like Model Y and Tesla Pickup truck." says Fred at Electrek: "Musk said that Model S has about 3 kilometers of wiring harnesses and Tesla brought it down to 1.5 kilometers in length for the Model 3. But that’s just the beginning. Tesla is working on a whole new wiring architecture for future vehicle platforms and they aim to bring it down to just 100 meters starting with the Model Y.  In a new patent application that recently became public and was obtained by Electrek, Tesla revealed the first details of this new wiring architecture."   https://electrek.co/2019/07/22/tesla-revolutionary-wiring-architecture-robots-model-y/       COMMUNITY And thanks to MYEV.com they’ve set us another Question Of The Week. Keep your comments coming in on email and YouTube…   What’s the most constructive way to stop a charged space being ICE’d?   I want to say a heartfelt thank you to the 237 patrons of this podcast whose generosity means I get to keep making this show, which aims to entertain and inform thousands of listeners every day about a brighter future. By no means do you have to check out Patreon but if it’s something you’ve been thinking about, by all means look at patreon.com/evnewsdaily     PHIL ROBERTS / ELECTRIC FUTURE (PREMIUM PARTNER) BRAD CROSBY (PREMIUM PARTNER) AVID TECHNOLOGY (PREMIUM PARTNER)   DAVID ALLEN (PARTNER) OEM AUDIO OF NEW ZEALAND AND EVPOWER.CO.NZ (PARTNER) PAUL O’CONNOR (PARTNER) BLAKE BOLAND @EVLIFEIRELAND (PARTNER) TRYEV.COM (PARTNER) ALAN ROBSON (EXECUTIVE PRODUCER) ALAN SHEDD (EXECUTIVE PRODUCER) ALEX BANAHENE (EXECUTIVE PRODUCER) ALEXANDER FRANK @ https://www.youtube.com/c/alexsuniverse42 ANDERS HOVE (EXECUTIVE PRODUCER) ARILD GEIR SKAALSVEEN (EXECUTIVE PRODUCER) ASHLEY HILL (EXECUTIVE PRODUCER) BÅRD FJUKSTAD (EXECUTIVE PRODUCER) BARRY PENISTON (EXECUTIVE PRODUCER) BOB MUIR / GINGERCOMPUTERS.COM IN DUNDEE (EXECUTIVE PRODUCER) BORISLAV BORISOV (EXECUTIVE PRODUCER) BRENT KINGSFORD (EXECUTIVE PRODUCER) BRIAN THOMPSON (EXECUTIVE PRODUCER) BRIAN WEATHERALL (EXECUTIVE PRODUCER) CESAR TRUJILLO (EXECUTIVE PRODUCER) CHARLES HALL (EXECUTIVE PRODUCER) CHRIS HOPKINS (EXECUTIVE PRODUCER) CRAIG COLES (EXECUTIVE PRODUCER) CRAIG ROGERS (EXECUTIVE PRODUCER) DAMIEN DAVIS (EXECUTIVE PRODUCER) DAN FAIRS (EXECUTIVE PRODUCER) DARREN BYRD (EXECUTIVE PRODUCER) DARREN SANT FROM YORKSHIRE EV CLUB (EXECUTIVE PRODUCER) DAVE DEWSON (EXECUTIVE PRODUCER) DAVID BARKMAN (EXECUTIVE PRODUCER) DAVID FINCH (EXECUTIVE PRODUCER) DAVID PARTINGTON (EXECUTIVE PRODUCER) DAVID PRESCOTT (EXECUTIVE PRODUCER) DIRK RUTSATZ (EXECUTIVE PRODUCER) DON MCALLISTER / SCREENCASTSONLINE.COM (EXECUTIVE PRODUCER) ENRICO STEPHAN-SCHILOW (EXECUTIVE PRODUCER) FREDRIK ROVIK (EXECUTIVE PRODUCER) FREEJOULE AKA JAMES (EXECUTIVE PRODUCER) GEORGE CLARGO (EXECUTIVE PRODUCER) IAN GRIFFITHS (EXECUTIVE PRODUCER) JACK OAKLEY (EXECUTIVE PRODUCER) JAMES STORR (EXECUTIVE PRODUCER) JASON FAN (EXECUTIVE PRODUCER) JEFF ERBES (EXECUTIVE PRODUCER) JEFF HELINSKI (EXECUTIVE PRODUCER) JERRY ALLISON (EXECUTIVE PRODUCER) JILL SMITH (EXECUTIVE PRODUCER) JOHN BAILEY (EXECUTIVE PRODUCER) JOHN LACEY FROM CLICK CLACK VIDEO NZ (EXECUTIVE PRODUCER) JON AKA BEARDY MCBEARDFACE FROM KENT EVS (EXECUTIVE PRODUCER) JON KNODEL (EXECUTIVE PRODUCER) JUAN GONZALEZ (EXECUTIVE PRODUCER) KEN MORRIS (EXECUTIVE PRODUCER) KEVIN MEYERSON (EXECUTIVE PRODUCER) KYLE MAHAN (EXECUTIVE PRODUCER) LARS DAHLAGER (EXECUTIVE PRODUCER) LAURENCE D ALLEN (EXECUTIVE PRODUCER) LEO (EXECUTIVE PRODUCER) LESZEK GRZYL (EXECUTIVE PRODUCER) LOUIS HOPKIN (EXECUTIVE PRODUCER) LUKE CULLEY (EXECUTIVE PRODUCER) MARCEL LOHMANN (EXECUTIVE PRODUCER) MARCEL WARD (EXECUTIVE PRODUCER) MARLIN SCHELL (EXECUTIVE PRODUCER) MARTIN CROFT (EXECUTIVE PRODUCER) MATT PISCIONE (EXECUTIVE PRODUCER) MATTHEW ELLIS (EXECUTIVE PRODUCER) MATTHEW GROOBY (EXECUTIVE PRODUCER) MAZ SHAR (EXECUTIVE PRODUCER) MIA OPPELSTRUP (EXECUTIVE PRODUCER) MICHAEL PASTRONE (EXECUTIVE PRODUCER) MICHEAEL KYFFIN (EXECUTIVE PRODUCER) MIKE ROGERS (EXECUTIVE PRODUCER) MIKE WINTER (EXECUTIVE PRODUCER) NATHAN GORE-BROWN (EXECUTIVE PRODUCER) NEIL E ROBERTS FROM SUSSEX EVS (EXECUTIVE PRODUCER) OHAD ASTON (EXECUTIVE PRODUCER) PAUL RIDINGS (EXECUTIVE PRODUCER)           PAUL SEAGER-SMITH (EXECUTIVE PRODUCER) PAUL STEPHENSON (EXECUTIVE PRODUCER) PERRY SIMPKINS (EXECUTIVE PRODUCER) PETE GLASS (EXECUTIVE PRODUCER) PETE GORTON (EXECUTIVE PRODUCER) PETER & DEE ROBERTS FROM OXFORDSHIRE EVS (EXECUTIVE PRODUCER)  PHIL MOUCHET (EXECUTIVE PRODUCER) PONTUS KINDBLAD (EXECUTIVE PRODUCER) RAJEEV NARAYAN (EXECUTIVE PRODUCER) RALPH JENSON (EXECUTIVE PRODUCER) RENÉ SCHNEIDER (EXECUTIVE PRODUCER) ROB COOLING / HTTP://WWW.APPLEDRIVING.CO.UK/ (EXECUTIVE PRODUCER) ROB HERMANS (EXECUTIVE PRODUCER) ROBIN TANNER (EXECUTIVE PRODUCER) RUPERT MITCHELL (EXECUTIVE PRODUCER) SARAH MCCANN (EXECUTIVE PRODUCER) SARI KANGASOJA (EXECUTIVE PRODUCER) SEIKI PAYNE (EXECUTIVE PRODUCER) STEVE JOHN (EXECUTIVE PRODUCER) STUART HANNAH (EXECUTIVE PRODUCER) THE LIMOUSINE LINE SYDNEY (EXECUTIVE PRODUCER) THE PLUGSEEKER – EV YOUTUBE CHANNEL (EXECUTIVE PRODUCER) TIM GUTTERIDGE (EXECUTIVE PRODUCER) WALTER MACVANE (EXECUTIVE PRODUCER) ZACK HURST (EXECUTIVE PRODUCER)   You can listen to all 535 previous episodes of this this for free, where you get your podcasts from, plus the blog https://www.evnewsdaily.com/ – remember to subscribe, which means you don’t have to think about downloading the show each day, plus you get it first and free and automatically. It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I’ll catch you tomorrow and remember…there’s no such thing as a self-charging hybrid.   CONNECT WITH ME! EVne.ws/itunes EVne.ws/tunein EVne.ws/googleplay EVne.ws/stitcher EVne.ws/youtube EVne.ws/iheart EVne.ws/blog EVne.ws/patreon   Check out MYEV.com for more details:

For years, the key to beating the stock market was to invest a lot in the big tech stocks like Facebook and Apple. But in 2018, they stumbled hard, amid a general selloff in the market, concerns about their growth potential, and concerns about regulation out of DC. So what's next for them? On this week's episode, we spoke to Leigh Drogen, the founder and CEO of Estimize, a site that gathers buy-side earnings forecasts. Leigh has a great feel for the business models of each company, and the challenges and opportunities that they face.

Estimize Part 2: Delving deeper into the philosophical aspects of behavioral economics as applied to the business model. 

Several weeks ago my conversation with Leigh Drogen on quant investing proved timely and popular--because everyone in asset management is facing the rise of big data, and the use of data science in investing strategies. Because of the rise of quants, many are asking themselves how to survive and thrive in a changing industry. In short, how can traditional managers compete with quants? This second conversation with Leigh was set up to answer many of the questions posed in the first one. If quants are taking over, what should other investors do about it? Leigh proposes a method by which old school asset managers can restructure their thinking and their process to compete with and even beat purely quantitative competitors. The method involves pulling the best from both worlds and combining them into a hybrid structure. But it will be impossible without a wholesale change in mindset, which is where we begin. Please enjoy round two with Leigh Drogen.   Links Referenced Revenge of the Humans Part II: A New Blueprint For Discretionary Management   Show Notes 2:14 – (First question) –  What role will ego and mindset play for traditional hedge funds looking to transition into quantitative investing strategies 4:21 – Describes the traditional process that hedge funds use to make investment decisions and how the internal politics can hamper it 6:08 – What value has portfolio managers played at hedge funds traditionally as the quarterback of a fund 9:57 – A look at what Leigh has seen as he sits with teams 12:20 – A look at places that have tried to simply add quant to their firm’s strategies without “tearing it down to the studs” and properly integrating them into the process 15:00 – Leigh is asked to define the basics of a good investment firm’s strategies 16:57 – Strategies for writing down core beliefs, whether it’s for yourself or your firm 17:49 – Exploring the second step, finding a differentiating view and how to succeed with it. 21:43 – The importance of force ranking and structuring the unstructured 26:14 – Building factor models 29:42 – How the portfolio manager position should have less room for subjectivity than at the analyst level 33:44 – Is anyone integrating this kind of high level data at the portfolio manager level into the decision making the way Leigh describes 35:07 – What blind spots are created by systematizing their processes 36:18 – Why much of this applies more to shorter and structured periods 38:23 – Shifting to portfolio constructions and what Leigh would do to create the right mix 43:39 – Shifting to management structures in these firms starting with the role of the CIO 45:24 – Looking at the different quant roles that exist in a firm and what they should be responsible for; data engineers, data analysts, pure quants, and quantitative engineer 48:20 – If you are an undergrad or grad student right now interested in asset management, what are the roles you should be thinking about targeting 49:25 – Why communication skills are still so important, no matter what role you are in 50:25 – With all of the tools and skills that Leigh has at his disposal at Estimize, why not institute an active strategy 52:01 – What has Leigh observed in the dispersion of skill in the Estimized data set 53:47 – What is the relationship between specialization and accuracy among funds 55:29 – The pros and cons of the generalist 56:56 – A look at Leigh’s background into War Theory and what lessons that he still draws on today 1:00:19 – How the field of study around war and battle relates to the investing world   Learn More For more episodes go to InvestorFieldGuide.com/podcast.  For complete shownotes, go to InvestorFieldGuide.com/leigh.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

Estimize Part 1: Crowdsourcing issuer research with a healthy dose of behavioral economics. 

I’ve often joked that this show should be called “this is who you are up against,” because I am so often having conversations with brilliant people across the investment landscape who are effectively my competition and yours. This week’s conversation fits that description because it gives you an inside view into how things work among some of Wall Street’s most competitive investment firms. My guest is Leigh Drogen, who has worked as a statistical arbitrage portfolio manager and who founded and now runs Estimize, a data company which works with some of the world’s largest hedge funds. Our conversation centers on the massive shift from what we call discretionary portfolio management—basically stock picking—to a landscape that is increasingly dominated by quantitative investors of various types. We talk about how any investor might hope to earn alpha, and how doing so is harder and harder. There are so many great stories in this episode, told by someone with the perfect career experience to know how the system actually works. After many episodes where I’ve been learning on the fly about topics like venture capital, permanent equity, or health, this episode marks a return to my world of quantitative investing. I think you’ll learn a lot, and that you’ll likely finish with an even deeper appreciation of just the type of investors that we are all up against.   Books Referenced Revenge of the Humans: How Discretionary Managers Can Crush Systematics   Links Referenced The Undoing Project: A Friendship That Changed Our Minds Force Rank (App) Founder of Estimize Explains How He Plans To Disrupt The World Of Wall Street Research   Show Notes 2:45 – (First question) – A look at Leigh’s early career and how he got started in investing             3:13 – Revenge of the Humans: How Discretionary Managers Can Crush Systematics 5:39 – Leigh is asked to describe the inefficiency in sell-side analysts’ estimate set 8:04 – What happened when things stopped working towards the end of 2007. 9:35 – The proper dimensions to separate any sort of potential Alpha edge 11:15 – The traits that help a fund perform well             11:42 – The Undoing Project: A Friendship That Changed Our Minds             14:05 – Force Rank (App) 14:49 – How the scientific process plays into Leigh’s research strategies 19:18 – Explain what Estimize is and what it does 20:55 – How people are compensated for the estimates 23:33 – The scale of how many estimates they get per company 24:57 – Why you need to be part of this informational arms race if you hope to survive 28:30 – What happens if everyone buys Estimize data and the Alpha built into it goes away 31:04 – What has been the evolution in these hedge fund platform type companies 35:00 – If Leigh was designing a firm from scratch, what would it look like 37:25 – Understanding Numerai and crowdsourcing in funds 41:41 – What is an example of interesting data set that Leigh as come across 45:38 – What is the potential for a hybrid model between a quant only with a discretionary picker. 51:35 – How do you know when something is busted or broken? 55:33 – Exploring his most memorable individual day in his career – Flash Crash 58:16 – With all the algorithms and automation, will we continue to see more of these unforeseeable dislocations like the flash crash?             1:01:00 – Bloomberg article about passive investing rates 1:07:50 – What is Leigh most excited about the future 1:13:15 – Kindest thing anyone has ever done for Leigh             1:13:41 – Founder of Estimize Explains How He Plans To Disrupt The World Of Wall Street Research   Learn More For comprehensive show notes on this episode go to http://investorfieldguide.com/drogen For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag    

Daniel sits down to chat with Leigh Drogen, Founder and CEO of Estimize, to hear what it's like launching a venture in the FinTech space and what Estimize is doing to help fix a broken financial system. Estimize crowdsources earnings and economic estimates from more than 7,000 hedge fund, brokerage, independent and amateur analysts. https://twitter.com/LDrogen https://www.estimize.com/

In episode #223, Leigh Drogen, founder and CEO of Estimize, explains how Estimize uses cutting edge technology to improve earnings estimates by ensuring the estimates are based on merit and not pedigree.