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.
Episodes
31 episodes
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 o...
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Season 1
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Episode 31
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14:38
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...
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Season 1
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Episode 30
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14:21
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 alternat...
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Season 1
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Episode 29
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12:06
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 tec...
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28:53
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 ...
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Season 1
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Episode 27
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16:49
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 ma...
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Season 1
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Episode 26
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27:33
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 tren...
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Season 1
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Episode 25
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24:41
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 co...
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Season 1
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Episode 24
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16:02
Why Blockchain Is Here to Stay With Erik Ellingson, Partner at CMT Digital
Episode SummaryIn 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 ...
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Season 1
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Episode 23
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25:41
Demystifying ESG, with Daniella Woolf, Director, ESG Consulting at Danesmead ESG
Episode SummaryIn 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 ke...
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Season 1
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Episode 22
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23:10
Private Credit Overview, with Nelson Chu, Founder and CEO of Percent
Episode SummaryIn 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 Merr...
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Season 1
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Episode 21
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14:38
Using data analytics for FCPA and anti-corruption compliance, with Parth Chanda, CEO of Lextegrity
Episode SummaryIn 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% ...
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Season 1
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Episode 20
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20:44
Investing in Tax Receivable Agreements, with Saish Setty, General Counsel, Parallaxes Capital
Episode SummaryIn 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 emerg...
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Season 1
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Episode 19
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33:04
Psychedelics Investing 101, with Dan Ahrens, Portfolio Manager, AdvisorShares Psychedelics ETF
Episode SummaryIn 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 i...
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Episode 18
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16:39
What pharma companies need to know about the Inflation Reduction Act (IRA), with Emily Coriale, PharmD, LifeSci Consulting
Episode SummaryIn 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 Red...
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Season 1
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Episode 17
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11:32
Cannabis beverages overview, with Matt Melander, Managing Partner, 8X LLC
Episode SummaryIn 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 challeng...
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Season 1
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Episode 16
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17:41
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 c...
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Season 1
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Episode 15
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22:11
Cannabis Investing Landscape, with Aaron Edelheit, Mindset Capital
Episode SummaryThe 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 opportunit...
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31:13
Tobacco stocks are now ESG, with Andrea Sefler, PhD, Director of Research, Broyhill Asset Management
Episode SummaryWhile 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). ...
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Season 1
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Episode 13
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32:02
Understanding Content Ecosystems, with Linda Lebrun, Substack Inc.
Episode SummaryIn 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 newslette...
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Season 1
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Episode 12
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26:11
Understanding Expert Transcript Library Compliance, with Sean Farrell, CCO of Stream by AlphaSense and MD of IQ-EQ
Episode Summary Expert interview transcript libraries are the easiest way to access primary research, which fuels better decisions for both investors and corporate professionals. But how are compliance issues r...
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Season 1
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Episode 11
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21:14
Alternative Data for Corporations with Michael Maloof, Earnest Analytics
In this episode, we spoke with Michael Maloof from Earnest Analytics, a leading provider of alternative data.Our broad topic was the expanding use of alternative data, such as credit card transactions and geolocation...
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Season 1
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Episode 10
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17:33
Macro Topics for 2023 and Beyond, with James Pomeroy, Global Economist, HSBC
In this episode, we spoke with James Pomeroy, UK-based global economist at HSBC, and we covered a number of macroeconomic topics.Starting off with inflation, the dominant 2022 macro theme, we explored the different drivers of i...
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Season 1
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Episode 9
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21:03
Thriving in a World of ETF Giants, with Meb Faber, Cambria Investment Management
In this episode, we spoke with Meb Faber, CEO of Cambria Investment Management, an ETF manager that just hit $2 bn in assets. Our focus was on how Cambria has been able to grow and thrive in a world where the ETF giants ha...
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Season 1
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Episode 8
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35:42