Start / The Intrinsic Value Podcast – The Investor’s Podcast Network / Mi223 using alternative data for alpha w mike chen

The Intrinsic Value Podcast – The Investor’s Podcast Network

MI223: Using Alternative Data for Alpha w/ Mike Chen

47 min • 22 september 2022

IN THIS EPISODE, YOU’LL LEARN:

02:36 - What is alternative data and how is it used to inform investment decisions?
04:18 - How some of the world’s largest investment managers are using alternative data to inform their investment decisions and generate alpha.
09:56 - Which sectors benefit the most by using alternative data as part of the investment process?
11:22 - What are the main ways alternative data is being used to inform investment decisions?
24:17 - What are the implications this has for retail investors' ability to generate alpha?
39:27 - Why Mike thinks sustainability and biotech are two themes investors should pay attention to.
40:36 - Why including sustainability considerations into your investment process can lead to higher returns.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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