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Signals by AlphaSense
AlphaSense
31 episodes
8 months ago
Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
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Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
Show more...
Business
Technology
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AI applications in Alternative Data, with Michael Maloof, Head of Marketing at Earnest Analytics
Signals by AlphaSense
12 minutes
2 years ago
AI applications in Alternative Data, with Michael Maloof, Head of Marketing at Earnest Analytics
Episode Summary In the latest episode of Signals, host Nick Mazing reconnects with Michael Maloof from Earnest Analytics, and a former Bulge Bracket bank TMT analyst. Michael first discussed the use of alternative data by investment funds in general, with a specific focus on credit card transaction data. The guest covers the “mosaic” approach to investing: looking at many disparate data sets to arrive at a combined picture. The next part of the conversation focuses on AI applic...
Signals by AlphaSense
Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...