Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves.
Follow us on:
Max's Twitter: https://x.com/maxwiethe
OPM on Twitter: https://x.com/opmpod
Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw
All content for Other People's Money with Max Wiethe is the property of Max Wiethe and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves.
Follow us on:
Max's Twitter: https://x.com/maxwiethe
OPM on Twitter: https://x.com/opmpod
Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw
From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage
Other People's Money with Max Wiethe
59 minutes
1 week ago
From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage
In this episode of Other People’s Money, Matt Ober, General Partner at Social Leverage, discusses how the data economy is evolving for providers, vendors, and investors. He explains how AI is reshaping data business models, highlights emerging data sources in what he calls the “degenerate economy,” and argues that many alternative data sets once considered sources of alpha are rapidly becoming commoditized beta.
Matt also shares how Social Leverage uses data to make seed stage venture investments, how its approach differs from that of mega VC firms, and where the firm is currently focused. He reflects on his career path from quantitative hedge funds to venture capital and how the expanding role of data shaped his trajectory in the investment business.
Before joining Social Leverage, Matt was Chief Data Scientist at Third Point, where he built the firm’s data analytics and technology platform supporting investments across equities, structured credit, venture capital, and cryptocurrency. Earlier, he was Head of Data Strategy at WorldQuant and a founding member of WorldQuant Ventures, focused on private investments in fintech, data, and technology.
Sign up for Matt’s newsletter The Rollup: https://www.mattober.co/
Follow Matt on X: https://x.com/obermattj
Follow Max on X: https://x.com/maxwiethe
Follow Other People’s Money on:
Apple Podcast https://bit.ly/4e7QJ1M
Spotify https://bit.ly/3Yhaazi
YouTube https://bit.ly/3C63VXR
X https://x.com/opmpod
Timestamps:
00:00 Introduction
01:21 The Business of Data
03:28 Data Pricing and AI Impact
04:36 Challenges for Data Companies
07:31 Emerging Data Sets and Buyers
14:25 Social Leverage's Investment Strategy
17:07 Venture Capital Market Dynamics
21:22 Fund of Funds and Network Value
22:40 Insights on Software and AI
25:54 Beehive vs. Substack
29:46 Hedge Fund Journey and Data Evolution
31:41 The Data-Driven Investment Strategy
32:05 Scaling Up: From Millions to Billions
32:24 Global Data Acquisition
32:49 Building a Data-Driven Ecosystem
33:06 Transition to Third Point
33:43 Integrating Data with Investment Processes
34:34 Challenges and Politics in Hedge Funds
35:49 Evaluating Data Sets and Their Impact
37:43 The Evolution of Data in Investment
38:49 The Role of Data in Hedge Fund Success
43:10 From Hedge Funds to Venture Capital
52:08 The Future of Wealth Management
55:00 The Rise of Prediction Markets
59:35 Conclusion and Final Thoughts
Other People's Money with Max Wiethe
Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves.
Follow us on:
Max's Twitter: https://x.com/maxwiethe
OPM on Twitter: https://x.com/opmpod
Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw
