The Alternative Data Podcast

Mark Fleming-Williams

On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon.

For more of an introduction to Alternative Data and its past, present and future, please check out this blogpost: https://www.exabel.com/blog/alternative-data-the-past-present-and-future

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

read less

ビジネス・経済ビジネス・経済

始める

The Live@Neudata Episode

The Live@Neudata Episode

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 von 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.

エピソード

The Live@Neudata Episode

The Live@Neudata Episode

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 von 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.

The Wenqi Zhou Episode

The Wenqi Zhou Episode

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.

The ChinaScope Episode

The ChinaScope Episode

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.

The 2nd Abraham Thomas Episode

The 2nd Abraham Thomas Episode

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.

The Tim Baker Episode

The Tim Baker Episode

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.

The Brian Peltonen Episode

The Brian Peltonen Episode

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.

The Exorde Episode

The Exorde Episode

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.

The ValueStream Ventures Episode

The ValueStream Ventures Episode

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.

The Darren Voges Episode

The Darren Voges Episode

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.

The Maiden Century Episode

The Maiden Century Episode

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.

The Glacier Network Episode

The Glacier Network Episode

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.

The Fluid Markets Episode

The Fluid Markets Episode

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.

The Matt Ober Episode

The Matt Ober Episode

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.

The Placer.AI Episode

The Placer.AI Episode

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.

The Jason DeRise Episode

The Jason DeRise Episode

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.

The Mark Ainsworth Episode

The Mark Ainsworth Episode

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.

The Alex Izydorczyk Episode

The Alex Izydorczyk Episode

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.

The Bright Data Episode

The Bright Data Episode

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.

The BRAIN Episode

The BRAIN Episode

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.

The Random Walk Episode

The Random Walk Episode

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.