There's a palpable pessimism about Alternative Data's impact in financial markets, currently. While justified currently, the newsletter offers a path forward to long-term success for the industry.
I'd really appreciate feedback as I figure out format, depth, breadth, etc of the content. I want to find the right balance of detail and insight for the newsletter. I'm always keen to connect directly to explore any of these ideas in more detail.
Great read! It would be awesome to see an article of ways to show the alpha of a data point at a deeper level (like you suggested in the article) and how this process differs from the fundamental/systemic sides.
Also, I’m very interested to hear your story on working for Evidence Lab and an article on your experiences of alt data on the sell-side would be great as well. Thanks!
I'd really appreciate feedback as I figure out format, depth, breadth, etc of the content. I want to find the right balance of detail and insight for the newsletter. I'm always keen to connect directly to explore any of these ideas in more detail.
Great info. I'd also love to see an article on varying ways to show alpha in a data source (beyond correlations to share price.) thx!
Great read! It would be awesome to see an article of ways to show the alpha of a data point at a deeper level (like you suggested in the article) and how this process differs from the fundamental/systemic sides.
Also, I’m very interested to hear your story on working for Evidence Lab and an article on your experiences of alt data on the sell-side would be great as well. Thanks!