Signals by AlphaSense

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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...

Episodes (20/31)

Signals by AlphaSense

Understanding confidence, with Peter Atwater, author of The Confidence Map

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...

2 years ago

14 minutes

Signals by AlphaSense

Royalties 101, with Chris Semenuk, Portfolio Manager, Tema Global Royalties ETF

Episode Summary In the latest episode of Signals, Nick Mazing sits down with Chris Semenuk, Portfolio Manager at Tema Global Royalties ETF (ROYA). Together, they unravel the multifaceted world of royalties. While many associate royalties primarily with music, they extend far beyond, touching areas like pharmaceuticals and natural resources such as oil and gold. Chris delves into the unique appeal of royalty companies. Shareholders not only gain access to distinct assets, be it a high-potenti...

2 years ago

14 minutes

Signals by AlphaSense

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...

2 years ago

12 minutes

Signals by AlphaSense

The Modern B2B Marketing Tech Stack, with Jess Raggio, VP of Revenue Marketing, AlphaSense

Episode Summary In this episode of Signals, Nick Mazing sits down with Jess Raggio, VP of Revenue Marketing at AlphaSense. They dive deep into what Revenue Marketing (aka Demand Generation) does, as well as the modern marketing technology stack that enables sophisticated programs at scale. First Jess discusses what a modern B2B SaaS revenue marketing team does, going over touchpoints, and flows across the buyer’s journey. Then she discusses the variety of platforms and tools that are in...

2 years ago

28 minutes

Signals by AlphaSense

How renewables will affect the US power grid, with Camila Sarmiento, ESG Analyst, HSBC

Episode Summary In this episode of Signals, Nick Mazing sits down with Camila Sarmiento, a ESG analyst from HSBC, based in New York. First, Camila covers the surge in renewable energy investments in the United States, driven, in part, by the Inflation Reduction Act. The US is still playing catch-up in the area. Then Camila discussed the current state of the US grid: from the lack of a single national grid, to the complex relationship between utilities, local governments, and ...

2 years ago

16 minutes

Signals by AlphaSense

New Weight Loss Drugs: Overview and Implications, with Sara Stahl, Healthcare Director of Research, AlphaSense Expert Insights

Episode Summary In this episode of Signals, Nick Mazing welcomes Sara Stahl, Director of Research, Healthcare, at AlphaSense Expert Insights. They explore the new generation of weight loss drugs, a hot topic that's making waves everywhere. The conversation focuses on the efficacy of these drugs and the massive market potential they hold. Sara highlights the rising obesity epidemic and the potential these drugs have in combating it. She discusses the mechanism of action of the GLP-1...

2 years ago

27 minutes

Signals by AlphaSense

Trends in EV Adoption and Energy Transition, with Xavier Smith, Director of Research, Energy/Industrials, AlphaSense Expert Insights

Episode Summary In this episode of Signals, Nick Mazing sits down with Xavier Smith, Director of Research, Energy/Industrials at AlphaSense Expert Insights. They dive into the evolving industrial sector, focusing on key trends such as the adoption of electric vehicles and the ongoing energy transition. Smith's insights shed light on how interest rates are shaping the construction cycle, a critical aspect of the industrial landscape. Xavier first discusses the more dynamic “tech adjacent” se...

2 years ago

24 minutes

Signals by AlphaSense

Global Demographics: From Bad to Worse, James Pomeroy, Global Economist, HSBC

Episode Summary In this episode of Signals, Nick Mazing hosts James Pomeroy, Global Economist at HSBC. They delve into the complex world of demographics and its impact on the global economy. James shares his expertise in collating country forecasts and creating a global view, while also touching on his thematic views on the digital economy, urbanization, and demographics. First, James discusses the basic demographic data types, like Total Fertility Rate (TFR), working age population, and ...

2 years ago

16 minutes

Signals by AlphaSense

Why Blockchain Is Here to Stay With Erik Ellingson, Partner at CMT Digital

Episode Summary In this episode of Signals, Nick Mazing hosts Erik Ellingson, Partner at CMT Digital. They delve into the world of blockchain, discussing its potential and the opportunities it presents. Ellingson sheds light on CMT Digital's focus on early-stage investments in the blockchain ecosystem. He emphasizes the importance of core infrastructure opportunities, including blockchain tools and infrastructure, payment systems, and global on-off ramps. These elements, he believes, are cruc...

2 years ago

25 minutes

Signals by AlphaSense

Demystifying ESG, with Daniella Woolf, Director, ESG Consulting at Danesmead ESG

Episode Summary In this episode of Signals, Nick Mazing sits down with Daniella Woolf, Director at Danesmead ESG. They dive into the alphabet soup of ESG and sustainability acronyms. The focus is on the TCFD framework, a key tool for disclosing climate-related risks and opportunities, along with the different stages of maturity of the ESG frameworks across the globe. The conversation also covers CSRD, ISSB, and PRI. Danesmead ESG, a UK-based consultancy, works with asset managers, hed...

2 years ago

23 minutes

Signals by AlphaSense

Private Credit Overview, with Nelson Chu, Founder and CEO of Percent

Episode Summary In this episode of Signals, Nick Mazing sits down with Nelson Chu, Founder and CEO of Percent. They dive into the world of private credit, an asset class growing in popularity. Chu, who started his career at Merrill Lynch and BofA, shares how his platform is revolutionizing the way borrowers tap into the private credit market. Chu explains how Percent has been filling a gap left by banks since the 2008 financial crisis. With technology, they're enabling borrowers to raise mone...

2 years ago

14 minutes

Signals by AlphaSense

Using data analytics for FCPA and anti-corruption compliance, with Parth Chanda, CEO of Lextegrity

Episode Summary In this episode of Signals, Nick Mazing sits down with Parth Chanda from Lextegrity. They dive deep into data and its role in preventing corruption in global organizations. Experts estimate that 5% of an organization's revenue is lost to fraud and corruption. Data, as they discuss, is a powerful tool to combat this. The conversation then shifts to the Foreign Corrupt Practices Act (FCPA), a fundamental US law prohibiting transnational corruption. Its enforcement has far...

2 years ago

20 minutes

Signals by AlphaSense

Investing in Tax Receivable Agreements, with Saish Setty, General Counsel, Parallaxes Capital

Episode Summary In this episode of Signals by AlphaSense, host Nick Mazing sits down with Saish Setty from Parallaxes Capital. The conversation begins with a deep dive into the world of Tax Receivable Agreements (TRAs), an emerging asset class whose prominence has grown over the last few years, and are an increasingly common feature in Initial Public Offerings (IPOs). TRAs are transferable corporate tax assets that historically have had little secondary market liquidity. Interestingly, TRAs m...

2 years ago

33 minutes

Signals by AlphaSense

Psychedelics Investing 101, with Dan Ahrens, Portfolio Manager, AdvisorShares Psychedelics ETF

Episode Summary In this episode of Psychedelic Investment Insights, host Nick Mazing from AlphaSense sits down with Dan Ahrens, the portfolio manager at AdvisorShares Psychedelics ETF (NYSE: PSIL). Together, they delve into the rapidly evolving world of psychedelic investments and the key differences between investing in the psychedelic and cannabis sectors. Dan highlights the importance of understanding the psychedelic market as a biotech-driven industry and discusses its unique challenges...

2 years ago

16 minutes

Signals by AlphaSense

What pharma companies need to know about the Inflation Reduction Act (IRA), with Emily Coriale, PharmD, LifeSci Consulting

Episode Summary In this episode, host Nick Mazing from AlphaSense interviews Emily Coriale, Senior Principal Pricing & Market Access Lead at LifeSci Consulting. They discuss the far-reaching implications of the Inflation Reduction Act (IRA) on the US healthcare system, with a particular focus on drug pricing and price negotiations between the US federal government and pharmaceutical companies, as well as the impact on health plans. Emily explains that the IRA is the most significant feder...

2 years ago

11 minutes

Signals by AlphaSense

Cannabis beverages overview, with Matt Melander, Managing Partner, 8X LLC

Episode Summary In this episode of the Signals podcast, host Nick Mazing from AlphaSense welcomes guest Matt Melander, a successful entrepreneur in the burgeoning cannabis industry. Together, they delve into the challenges and opportunities of creating and distributing cannabis-infused beverages and edibles, highlighting Matt's journey in developing the popular LEVIA beverage line. Matt shares his experiences navigating the uncharted territory of the cannabis market, emphasizing the importa...

2 years ago

17 minutes

Signals by AlphaSense

Analyzing Return on Incremental Invested Capital, with John Zolidis, President, Quo Vadis Capital

Episode Summary In this episode we spoke with John Zolidis, President at Quo Vadis Capital. John has over 25 years of Wall Street experience analyzing unit-based businesses, such as restaurants and retailers. We covered a number of topics including unit economics, Return on Invested Capital (ROIC), and Return on Incremental Invested Capital (ROIIC). John also discussed specific aspects of ROIIC, including cohorting, differences in capital allocation decisions of public and private...

2 years ago

22 minutes

Signals by AlphaSense

Cannabis Investing Landscape, with Aaron Edelheit, Mindset Capital

Episode Summary The haphazard state-level legalization of cannabis in the US has created a patchwork of vastly different regulations across states, from growing to retail licensing. How do we make sense of the opportunities that exist? We spoke with Aaron Edelheit, an investor in both public and private companies in the space. Aaron gave us an overview of the absurdities at the federal level, including how cannabis ended up as a Schedule I drug, what states have been doing over time i...

2 years ago

31 minutes

Signals by AlphaSense

Tobacco stocks are now ESG, with Andrea Sefler, PhD, Director of Research, Broyhill Asset Management

Episode Summary While traditionally excluded by ESG investors, tobacco companies have made great strides over the last few years with the introduction of a wide range of reduced risk products (RRPs). In this episode we sat down with Andrea Sefler, PhD, Director of Research at Broyhill Asset Management, to discuss the topic. Andrea’s PhD in Organic Chemistry and 15 years of pharma experience comes in handy as she walks us through the risk spectrum, starting with heat-not-burn produ...

2 years ago

32 minutes

Signals by AlphaSense

Understanding Content Ecosystems, with Linda Lebrun, Substack Inc.

Episode Summary In this episode we spoke with Linda Lebrun from Substack Inc., a VC-backed publishing platform that has gained prominence in recent years as the go-to place for starting and monetizing email newsletters. We discuss a wide range of topics covering the technology, content, and business aspects of Substack Inc. While neither email newsletters nor blogs are new, Substack’s singular focus on email-first has been very successful. Another part of the success has been easy ...

2 years ago

26 minutes