#391 – Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence
Our guest is Vinesh Jha, founder and CEO of ExtractAlpha, an independent research firm dedicated to providing unique, actionable alpha signals to institutional investors.
In today’s episode, we’re talking all things quant finance and alternative data. Vinesh walks through his background at StarMine, which built a Morningstar-esque company for equity research, and then dives into what he’s doing today at ExtractAlpha. He shares all the different ways he analyzes alternative data, whether it’s looking at sentiment and ticker searches or using natural language processing to analyze transcripts from earnings calls. Then he shares whether or not he thinks alternative data can help investors focused on ESG.
As we wind down, we touch on ExtractAlpha’s merger with Estimize and the ability to crowd source financial intelligence.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
More episodes from The Meb Faber Show
Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research.
In today’s episode, Jeff shares why he called for a commodity …
Steve Romick, FPA Funds – Live at Future Proof! | #444
Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)
Today’s episode features Ben Inker reading his piece, Dispelling Myths in The Value vs. Growth Debate. Ben is co-head of GMO’s Asset Allocation team and a member of the GMO Board of …
Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.
In …
David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing | #442
Today’s guest is David Rubenstein, co-founder and co-Chairman of The Carlyle Group, one of the largest private equity firms in the world, now managing $325 billion.
In today’s episode, …
Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)
Today’s episode features Whitney Baker reading her piece, Put Down. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.