Signals by AlphaSense

AlphaSense
Signals by AlphaSense

Signals by AlphaSense features conversations with executives, experts, journalists, and analysts. These deep - but quick - insights from the world of finance, business, and research will help you make better decisions every day.

  1. 31/10/2023

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

    Episode SummaryIn 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 the...

    15min

  2. 17/10/2023

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

    Episode SummaryIn 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-potential ...

    14min

  3. 10/10/2023

    AI applications in Alternative Data, with Michael Maloof, Head of Marketing at Earnest Analytics

    Episode SummaryIn 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 applications...

    12min

  4. 26/09/2023

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

    Episode SummaryIn 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 invo...

    29min

  5. 19/09/2023

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

    Episode SummaryIn 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 federal ...

    17min

  6. 12/09/2023

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

    Episode SummaryIn 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 agonis...

    28min

  7. 05/09/2023

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

    Episode SummaryIn 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” sector...

    25min

  8. 25/07/2023

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

    Episode SummaryIn 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 depend...

    16min
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Sobre

Signals by AlphaSense features conversations with executives, experts, journalists, and analysts. These deep - but quick - insights from the world of finance, business, and research will help you make better decisions every day.

Informações

  • Criado por
    AlphaSense
  • Anos de atividade
    2022 - 2023
  • Episódios
    31
  • Classificação
    Livre
  • Copyright
    © 2023 Signals by AlphaSense
  • Site do podcast
    Signals by AlphaSense

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