Folgen
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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Fehlende Folgen?
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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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.
DISCLAIMER
This 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.
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