In this episode I speak to Charles-Albert Lehalle, a professor at Ecole Polytechnique formerly of ADIA and CFM.

In our conversation, we discuss Yann LeCun’s theory of AI world models, the differences between working for banks, hedge funds and sovereign wealth funds, how to diagnose why performance is bad, and the dream alpha-generating dataset.

More broadly, I never hear any feedback on the podcast so if you have any, please find me on LinkedIn and let me know.

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In this episode I speak to Evan Reich, a veteran of the alt data space who has worked at Millennium, SAC Capital, Quandl and most recently Verition in various data roles.

In our conversation Evan and I discuss a wide range of topics from how to hire a good data sourcer, to which data types are overrated, to whether exclusivity is a thing in the data market, to which jobs AI will erase first in our space.

In the podcast we mention Evan’s excellent conversation on Matei Zatreanu’s System2 podcast, which you should also check out if you like this one.

DISCLAIMER

This podcast is an edited recording of an interview with Evan Reich recorded in February 2026. The views and opinions expressed in this interview are those of Evan Reich and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Natalya Dmitriyeva, former senior data strategy executive at Two Sigma and Schonfeld.

In our conversation, Natalya and I discuss her career evolution as it tracked that of the whole alternative data sector. She opines on what makes a dataset valuable and the latest buzz out of Battlefin Miami last month.

In other news, I will be hunting for interesting datasets in Japan during the week of February 9th, so please do reach out if you know of any, either there or indeed anywhere else.

DISCLAIMER

This podcast is an edited recording of an interview with Natalya Dmitriyeva recorded in January 2026. The views and opinions expressed in this interview are those of Natalya Dmitriyeva and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.