Visualising Today's Markets

[Music] hi I I I am tan long one of the founder of concu technology so what I'm going to tell you is about how we are able to estimate key microeconomic variables you know in a real time for Capital markets so this is something that I've been thinking for more than 25 years I keep thinking about that then and night we can include it so this is what I'm passionated about so let me tell you what it is so we have three layer of value first it is our extensive data L you know in real time and the proposal as I said is about how to estimate key macro variables you have four typology of data sets texture data it could be social media in English in French but also in Arabic for crude oil or in Chinese for iron oil but second type of data is a satellite data we are able to see all around the world using high resolution satellite data rad data if I have more time I could show life data and we track All Ships around the world so we have a very good view of the economy in real time how we are able to build up that so it's very transparent to build up those economic growth first for example for the consumption we're able to track any person or to tell you how many people you have in Starbucks in demons in Kansas or any place you know in the US so in fact in the on a real time we can tell you the consumption the retail sales and of course if you want to deliver financial performance it's great to have information ahead too for manufacturing activity we use satellite data and to screen all over the world from us from China at very City level uh you know Etc and on top of that you have an econometric model that enables to estimate economic growth so this is how you can now estimate those key variables inflation 5 years ago nobody was interested in that now to track energy we track 15,000 gas station in real time 5 million prices a day of Apple caliber 50 55 deaths Etc so what you could see we are able to estimate inflation ahead of the consensus in average two weeks ahead of the consensus three weeks ahead of official numbers so of course whenever you cross economic growth and inflation is going to tell you in which macroeconomic regime you stand and why it is very important you got inflation ahead of mar the market consensus you get economic growth ahead of the market consensus so before everybody you know in which macroeconomic regime you stand and whenever you know you that when you know that economic growth works well you prefer to invest in cyclical assets and when things are not going bad you're going to defensive assets and the purpose of that is to position yourself ahead of the market and this is how you deliver financial performance one thing that is good and this is what we have done is about how to get access and to analyze information before everybody so this is why key users are at first all Global mcro headphones I mean uh most of the big names for you know for Arbitrage fixed income Arbitrage commodity Arbitrage Etc and then now we can see that asset managers they have created indices based on our data and this is exactly what has been done I'm sure you know msci msci has created some index that you can see on yellow and because you have information ahead this is how you are able to deliver financial performance how it works you're going to select the sector depending on the macroeconomic conditions and it's very transparent and moreover it works on any geography it works on us it works on Europe here in GCC or in China same thing city group has use our data to create some index for what you call the multi asset So for anybody who is interested in asset allocation those are key data for efficient Investments to and this is some products for what you call life insurance products and because we get some data now we can do some products for commodity markets for example for energy Market because you are able to estimate energy demand you know because you get all satellite data over China it's going to tell you about energy demand you track All Ships it's going to tell you about logistics and you take geopolitics using text analytics it's a factor that impact the price of crude oil so now whenever you get this macro data you can go even at the asset level so let me show you now you can give us any real estate we are able to tell you how many people you have in a real time not only in the building you can see some real estate in the us but we are able in a systematic way to tell you what kind of stores how many people per store it could be also for private assets here it's a private asset in China and you can see using high resolution satellite data you can estimate you can see you can estimate the inventory of nickel basically and what you can see it's about how to estimate the revenue of any asset in real time first what you could see on a real estate on the mall on the hotels Etc and here for any industrial activity and what you could see is that once the price of nickel has ried you can see the bright dot it is nickel inventory when nickel has ried they sold the nickel inventory so it's going to tell you the revenue in real time of the largest mine in China and on the right this is what you could see the construction of smelters and everything is updated on a daily basis so this is a purpose of a financing project so the use case is by if you finance some assets you can follow up on a daily basis the construction of any asset too and then one question that we have now is how to track data centers and we are able to track all construction of data centers around the world from Brazil to to China to us even to UA and most importantly as well we can track what kind of energy you need for data centers and as you know more than half 50% of the energy is consumed by AI ecosystem AI ecosystem it is Data Centers and phones and on top of that what you could see is you can track any construction in fact so all over the world is here in in South Korea so what I want to tell you now in terms of analytics you give us any geolocation data we're able to get data within 1 hour and you can have the delivery on the platform to track your Investments so this is uh you can I don't know if you can get my uh LinkedIn as well and one thing now we plan to extend our activity here in Abu Dhabi so this is why next month we're going to create a drone venture with two UAE governmental two UAE entities thank you very much [Music]