Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence | #391

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 16 February 2022

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	The Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up, friends.
0:40.3	We got a fun show today all the way from Hong Kong.
0:43.0	Our guest is the founder and CEO of Extract Alpha,
0:46.0	an independent research firm dedicated to providing unique,
0:49.0	actionable alpha signals to institutional investors.
0:52.0	In today's show, we're talking all things signals to institutional investors.
0:52.8	In today's show, we're talking to all things Quant Finance and alternative data.
0:57.2	Our guest walks through his background at Star Mine, which built a Morning Star
1:00.6	company for Equity Research, and then dives into what he's doing today at
1:04.0	Extract Alpha.
1:05.2	He shares all the ways he analyzes alternative data, whether it's looking at sentiment and
1:09.1	ticker searches, or using natural language processing to analyze transcripts from earning calls.
1:13.8	Then he shares whether or not he thinks alternative data can help investors focused on ESG.
	...

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