Liam Hynes

Geopolitical disruption does not stay contained. It ripples through trade routes, commodity flows, supplier networks and market expectations, often creating signals before the full impact is obvious. In this session, we show how connected S&P Global data on Snowflake, queryable with AI, helps teams trace those effects from the physical world to financial markets more quickly. See how connected shipping and cargo data can reveal stress building across critical trade routes, and how supplier momentum can help anticipate downstream pressure on companies and markets. We also demo how Snowflake enables efficient processing of large supply chain data sets at scale.

Earnings call Q&A offers insights into executive behavior. When analysts ask about topics not covered in prepared remarks, it may indicate oversight or intentional avoidance. Using LLM vector embeddings on 192,000 earnings calls, executives were scored on: - Proactiveness: How well-prepared remarks addressed analyst questions - On-topic alignment: Whether responses stayed relevant Firms with on-topic executives outperformed by 390 bps/year, proactive executives by 170 bps/year, and combining both factors yielded 506 bps/year in a long/short portfolio.