A New Edge to Investing: Using AI and Big Data Analytics To Derive Real-Time Insights

In this episode, Thanh-Long Huynh (Long), Co-Founder and CEO of alternative data specialist QuantCube Technology, joins us to discuss how big data analytics can be leveraged to make smarter investment choices. Thanh-Long explains what constitutes "big data," including satellite imagery, ship tracking data, and more. We explore how QuantCube analyzes these massive datasets in real-time to estimate economic trends and activity. Thanh-Long shares examples of how QuantCube's data predicted China's economic slowdown and Russia's resilience to early sanctions. He discusses how investors use QuantCube's insights for trading strategies, asset allocation, and sector rotation. If you’re interested in how high-quality data tracking and analysis can help you become a more effective investor, this episode is for you.[00:00 - 06:00] - Defining Big Data and Data SourcesWhat constitutes "big data" - structured, unstructured, massive datasetsSources like satellite imagery, ship tracking, telecom dataUsing satellite data to analyze industrial production[06:01 - 11:30] - Applications for Investors and Asset ManagersProviding transparency into economic growth and trendsReal-time tracking of commodities, imports, exportsTrading strategies, asset allocation, sector rotation[11:31 - 18:00] - Assessing Government Economic DataLag in official GDP, CPI, employment dataQuantCube estimates inflation, growth in real-timePredicted Fed interest rate hikes using real-time inflation data[18:01 - 24:40] - Analyzing China, Russia, Europe EconomiesSaw China's industrial production declining since early 2023Tracked Russian oil tankers to measure sanction impactsEuropean outlook mixed - strong tourism but weak German manufacturing[24:41 - 29:00] - Tracking Supply Chains, Trade, and Water StressEvidence of supply chain shifts out of ChinaAssessing global trade flows at canals and key chokepointsUsing satellite data to analyze water levels and crop yields[29:00 - 36:23] - Emerging Technologies and Sector OutlookDeveloped tech to map corporate assets and estimate future earningsBullish on defense, tourism, healthcare sectorsBearish on manufacturing and cyclical sectorsKey Quotes:"This kind of satellite data...enables [us] to estimate the industrial production of any country where you don't have any data sets or high quality data sets." - Thanh-Long Huynh"Using satellite data is a very factual data. You can really say where this industrial production comes from, where it slows down." -Thanh-Long HuynhConnect with Thanh-Long Huynh:Website: https://www.quant-cube.com/LinkedIn: https://www.linkedin.com/company/q3-technology/Twitter: https://twitter.com/q3techno?lang=en@Q3Techno______________________________Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.