Our CEO & founder Vinesh Jha was recently interviewed on episode 12 of The Curious Quant podcast by Investment Magazine and Dr. Michael G. Kollo.
Discover their insights in The craft of mining alternative data on Apple Podcasts and Spotify:
Content summary:
- 4:20 – “Fundamentals”: The origins of data in finance
- 6:43 – Emergence of Alternative Data
- 10:03 – Natural Language Processing (NLP) in alt data
- 11:40 – The value of alt data
- 13:50 – Topic identification with alt data
- 18:50 – Market movements vs Stock-level events
- 20:55 – “Perfect Foresight” testing
- 23:35 – Modelling with alt data (intuition, time horizon, and interpretability)
- 40:04 – Stock selection with alt data
- 42:10 – Asset allocation and macroeconomics with alt data
- 47:50 – ESG
- 51:35 – Forecasting volatility with alt data