MI223: Using Alternative Data for Alpha w/ Mike Chen

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>02:36 - What is alternative data and how is it used to inform investment decisions?</li><li>04:18 - How some of the world’s largest investment managers are using alternative data to inform their investment decisions and generate alpha.&nbsp;</li><li>09:56 - Which sectors benefit the most by using alternative data as part of the investment process?</li><li>11:22 - What are the main ways alternative data is being used to inform investment decisions?</li><li>24:17 - What are the implications this has for retail investors' ability to generate alpha?</li><li>39:27 - Why Mike thinks sustainability and biotech are two themes investors should pay attention to.&nbsp;</li><li>40:36 - Why including sustainability considerations into your investment process can lead to higher returns.&nbsp;&nbsp;&nbsp;</li><li>And much, much more!&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out <a href="https://www.robeco.com/en/" rel="noopener noreferrer" target="_blank"><strong>Robeco.</strong></a></li><li>Related We Study Billionaires Episode: <a href="https://www.theinvestorspodcast.com/episodes/quant-investing-with-patrick-oshaughnessy/" rel="noopener noreferrer" target="_blank"><strong>Quant Investing w/ Patrick O'Shaughnessy - TIP063</strong></a><strong>.&nbsp;&nbsp;</strong></li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Millennial Investing Starter Packs</strong></a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Try Robert and Clay’s favorite tool for picking stock winners and managing ou