The Evan Reich Episode

Veteran alternative data expert Evan Reich discusses the evolution of data sourcing, emphasizing the shift from creative data discovery to managing an overwhelming volume of available data. He notes the importance of "code-switching"—effectively communicating across different professional languages within hedge funds, including quants, fundamental analysts, and legal teams. Reich also shares insights on hiring for data sourcing teams, prioritizing interpersonal skills and the ability to synthesize information for PMs. He critiques the over-reliance on data catalogs and stresses the value of uncovering unique data sources through persistent relationship-building within large organizations. The conversation touches on the challenges and opportunities in emerging data geographies like China and the potential impact of AI on data engineering roles. Finally, Reich previews his new role at BWG Global, focusing on bridging the gap between AI-driven content consumption and expert-generated research.