Episode 372

MI223: Using Alternative Data for Alpha w/ Mike Chen

Rebecca Hotsko chats with Mike Chen. In this episode, they discuss what alternative data is, the different types of alternative data, how hedge funds, quantitative funds and some of the world’s largest asset managers, like Blackrock, use alternative data to inform their investment decisions and achieve alpha, what sectors alternative data be applied to the most, what implications this has for retail investors, why Mike thinks sustainability and biotech are two major investment trends investors should pay attention to, what are the best ways to get exposure to these trends, why investors should care about sustainability for improved returns, and so much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

September 22, 202246m 37s

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Show Notes

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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