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.