Angana Jacob - Data as the True Competitive Moat (S7E26)

Corey Hoffstein and Angana Jacob explore the evolution of quantitative research and data's critical role. Angana shares insights from her career and Bloomberg's strategy, focusing on reducing the time to alpha. They discuss building vs. buying data sets, the lifecycle of these sets, and creating a company geographic exposure data set. The episode examines the evolution of quant data pipelines, tech stack challenges, and balancing raw data with value-added modeling. They also cover surprising data trends, strategy convergence, and future needs. Angana offers advice on data wrangling and shares her current obsessions outside work.

Speakers

AI Chat

Corey Hoffstein

Host • 16%

Angana Jacob

Guest • 83%

Unidentified

Chapters

0:00	Introduction and disclaimer
0:53	Guest introduction and career journey
5:13	Evolution of quant research and the importance of data
12:28	Bloomberg's approach to data and shortening time to alpha
16:17	Building vs. buying data sets and their life cycle at Bloomberg
20:37	Building a company geographic exposure data set
23:21	Evolution of quant data pipelines and alignment across offices
29:13	Modern tech stack and challenges in data platform development
38:15	Balancing raw data with value-added modeling
42:02	Surprising trends in data usage and strategy convergence
46:28	Future trends in data needs and the next frontier
49:03	Common mistakes and lessons in data wrangling
51:25	Advice for quants on leveraging data
54:08	Guest's current obsessions outside of work
56:20	Closing remarks and thank yous

Transcript

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