The Derivative
EN239 episodes
businessinvesting
Welcome to The Derivative by RCM Alternatives, where we dive into what makes alternative investments go, analyze the strategies of unique hedge fund managers, and chat with interesting guests from across the investment world. Hosted by RCM Managing Partner, Jeff Malec, join us to take a ride through the world of alternative investments.
Notable Guests
Episodes (239)
Attaining an Allocator's Edge with Phil Huber
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Nov 4, 20211:26:05pending
Convex (CONVX) to the Core with Certeza’s Brett Nelson
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Oct 28, 20211:11:55pending
Weigh More than You Wanted to Know About Meat, with AgriTrend’s Simon Quilty
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Oct 14, 20211:18:34pending
Reimagining Risk and Reinsurance (& Cat Bonds) with Chris McKeown of Vantage Ris...
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Oct 7, 202158:05pending
Why Whales Tails Whip Up Market Tremors with Hari Krishnan
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Sep 30, 20211:17:37pending
Blissfully Buying BB Bonds with Greg Obenshain of Verdad Capital
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Sep 23, 20211:14:02pending
Researching the Risks of Return Stacking with Corey Hoffstein & Rodrigo Gordillo
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Sep 16, 20211:30:24pending
Digging Deep into ETFs with Davie Nadig of ETF Trends
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Sep 9, 20211:26:50pending
Options to Trend Following, and Back Again with Scot Billington of Covenant Cap.
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Sep 2, 20211:30:03pending
Valuations….Are you F*&^ing Insane, with Howard Lindzon
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Aug 26, 20211:10:49pending
Charting a Chinese Commodities Course with Fred Schutzman of Abingdon Global
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Aug 19, 20211:31:31pending
BITFD & Wake the F Up with Ben Hunt of Epsilon Theory
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Aug 12, 20211:04:40pending
Behind the Buffered Notes Bonanza With Joe Halpern of Exceed Investments
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Aug 5, 20211:16:27pending
"Maybe I’m the Retail Idiot" with Bill Brewster
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Jul 29, 20211:16:35pending
Teams of Options to Tackle the Tails with Jerry Haworth of 36 South
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Jul 22, 20211:08:46pending
The Kaoboy of Convertible Arb with Michael Kao
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Jul 15, 20211:08:02pending
Engineering, Exponentials, Enigmas, and Equations with Breaking the Market’s Mat...
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Jul 8, 20211:24:35pending
The Kid who Kaptures Kurtosis with Kris Sidial of Ambrus Group
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Jul 1, 20211:17:54pending
Tis This Inflation Transitory with CME Group Economist Erik Norland
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Jun 24, 20211:16:54pending
Sowing the Seeds of AI Strategies with Howard Siow of Taaffeite Capital Manageme...
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Jun 17, 20211:22:47pending
Carefully Constructing a Cockroach (portfolio) with Mutiny Funds Jason Buck and...
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Jun 10, 20211:15:12pending
Blame it on the Bossa Nova with New Market Wizard Tom Basso
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May 27, 20211:17:15pending
WTF ^%$# is Happening With Crypto??
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May 20, 202153:30pending
Allocating Assets and Attracting Allocators with Ted Seides
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May 13, 20211:28:39pending
The NON-Wisdom of Crowds with Nigol Koulajian of Quest Partners
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May 6, 20211:31:47pending
Turning the Tables: Trading Pits and Dip Spits with RCM’s Jeff Malec
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Apr 29, 20211:13:39pending
A Crude Oil Cornucopia: Covid, Crack, CSOs & Contango with Brent Belote of Cayle...
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Apr 22, 20211:16:27pending
Yep, She's Opening Up Option Eyes with NOPE It's Lily
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Apr 15, 20211:02:21pending
Asian Markets, American Investments, & Accessing (Chinese) Futures with Alvin Fa...
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Apr 8, 20211:29:10pending
eSports, ETFs, and Enormous Deals with the Sports Pomp, Joe Pompliano
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Apr 1, 20211:26:23pending
Making Market Music with Roy Niederhoffer with Roy Niederhoffer
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Mar 25, 20211:17:21pending
Modeling Markets and Accessing AI with Robert Rotella and Jag Prakasam
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Mar 18, 20211:39:48pending
Taming the Tails with LongTail Alpha’s Vineer Bhansali
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Mar 11, 20211:18:23pending
Crazy Commodity Cycles (and cross-continent motorcycles) with Jim Rogers
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Mar 4, 20211:16:25pending
The VOLvengers: Wayne Himelsein (Iron Man) & Mike Green (Captain America)
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Feb 25, 20211:21:04pending
Playing like a Poker Pro in Life/Investments/Career with Chris Sparks
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Feb 18, 20211:32:44pending
Vol - Benn There, Done That with Benn Eifert of QVR Advisors
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Feb 11, 20211:31:26pending
The Bull and Bear Cases for Bitcoin with Meltem Demirors & Nic Carter
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Feb 5, 20211:26:47pending
Wallstreet Bets Busts Wallstreet? WTF ^%$#
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Jan 28, 20211:21:28pending
Wisdom from the Wizard Maker with Jack Schwager
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Jan 21, 20211:14:57pending
Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers
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Jan 14, 20211:39:15pending
Butler and Buck Back to Bookend 2020
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Dec 30, 202059:16pending
2020’s Best Strategies, Styles, and Stories with Adam Butler and Jason Buck
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Dec 23, 20201:21:06pending
Cover to Trend Legends Cover with Michael Covel
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Dec 10, 20201:26:20pending
Really? Real Estate? Right Now? with Matt Lasky and Darren Kottle
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Dec 3, 20201:08:04pending
Overheard at a Vol Conference, breaking down EQD Global 2020
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Nov 27, 202059:56pending
The Mysteries and Makings of Machine Learning with Dr. Ernie Chan of QTS Cap
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Nov 19, 20201:10:46pending
Don’t Buy the Narrative (and It’s All Narrative) with Epsilon Theory’s Ben Hunt
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Nov 12, 20201:15:39pending
No President Yet, So Market Rallies Huge What ^%$#?
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Nov 5, 202049:09pending
Who Would Want to SELL Options, with Mark Adams of Warrington Asset Management
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Oct 29, 20201:11:04pending