Matt Ober

speaker

205 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Matt Ober’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Matt Ober: How Dan Loeb's Fmr Data Chief Finds an Unfair Edge in Funds · 20 Jul 2026 podcast

Um, you know, you think about like 10, 15 years ago, using credit card transaction data was like the real alpha in the hedge fund space and the investing world, right?

Understanding on a daily, weekly basis.

How much people were spending at Starbucks.

I would argue now if you're a real institutional investor and you're not using consumer transaction, credit card, debit card data, you're kind of investing blind, right?

Data's available, it's correlated, it can predict things.

But it's not really alpha.

I think it they I think essentially it's just, you know, it's a building block.

You need so different than you need fundamental data.

I think that's right.

I mean, listen, I still think the best firms in the world are finding new sources of data and data is used differently for different strategies.

And so I think we all want to consume 100x more data these days, but pay less for it.

But over time we'll spend more because uh, you know, if it gives us a an edge, we're happy to pay for it.

Yeah, you got it.

I still think it's early and I think that there's a there's a a cash run where there's a lot of opportunities to make money.

The fundraising side is probably no different than the I'm a company and like you can do sales and it make create dem right use this tool and you'll get twenty demos a month.

And yeah, listen, some of these agents work.

I think just like sales than like fundraising, like if you're cold emailing and LinkedIn and blasting everybody in the world, sure you're gonna get some meetings.

maybe enclose something.

But the reality is it's like it's not gonna work for the long run.

Eventually it's like you're probably gonna have more negative uh outcomes from that than positive.

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