Alternative Data
topic on 4 shows · 7 statements across 7 episodes
Capital Allocators 
Top Founders 
the MAD Podcast 
20VC
7 statements about Alternative Data, every show
Satellite Parking Lot Data Is Useless Without Weather and Holiday Context
“Looking at the parking lot today versus exactly one year ago may be completely useless depending on what the weather was like the prior year, whether it was raining or sunny, what the holiday was Easter earlier or later that month.”
Tangen: Central banks will increasingly adopt alternative data to improve decisions
“I think they probably will do it or are already doing it more. And perhaps that will improve the decision making.”
Corre: Bespoke Alternative Data Faces Less Competition in Event-Driven Equities
“What we find on the event driven side is that if you start doing bespoke work around situations that aren't going to be Obviously, the off the shelf providers, we can generate real opportunities, whether it's creating our own custom index from web scrapes of t…”
Rees: In-house data science is inefficient even for top asset managers
“It's not really economical or efficient for even the largest firms that we're partnered with to have their own data science team.”
Tillotson: Alternative data faces diminishing returns as buyers lose their alpha
“It's the opposite of software. Once you get, you know, 25 large holders buying your data and insights, basically there are, they all don't have, they have diminishing returns. They can start to lose alpha.”
Third Point aims to centralize thousands of datasets for instant company analysis
“As a team, it's, you know, how do we incorporate and leverage all this rich and unique data that's out there and kind of bring it into one real centralized place. So to really understand companies and coming from thousands of different data sets so that we can…”
Andrius Sikov: Combining multiple alternative datasets generates more durable trading alpha
“It's, it decays pretty fast for most data sets unless you find something very proprietary that nobody else is looking at. What we find alpha in is combining the data sets and bringing them together, and then when the, that's when the data really starts speakin…”