Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Derivative
1 Pivotal Perspectives: Decoding the Modern Hedge Fund Landscape with Jon Caplis 1:02:21
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Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяIn this episode of The Derivative, Jeff Malec sits down with Jon Caplis, CEO of Pivotal Path, to dive deep into the world of hedge funds. They explore current performance trends across strategies like equity quant, global macro, and multi-strategy funds, unpack the challenges of hedge fund data collection, and discuss how sophisticated investors are approaching alternative investments. Caplis shares insights from tracking over 3,000 hedge funds representing $3 trillion in capital, revealing surprising trends in performance, investor interest, and the evolving landscape of hedge funds. Plus a look at talent, capacity, and changing dynamics in multi-strat funds .. SEND IT! Chapters: 00:00-00:55 = Intro 00:56-06:48 =Bridging the Gap: Exploring Pivotal Path's Unique Approach to Hedge Fund Research 06:49-22:18 = Performance Trends and Correlation Complexities: Navigating Hedge Fund Strategies 22:19-29:13 = The Evolution of Multi-Strategy Funds: Talent, Capacity, and Changing Dynamics 29:14-42:44 = Separate Accounts and Portable Alpha: Unlocking the Future of Hedge Fund Investing 42:45-58:37 = Talent, Capacity, and Global Expansion: Insights into the World of Multi-Strategy Hedge Funds 58:38-01:02:21 = Going down the rabbit hole in Pakistan From the episode : Where’s the Non-Correlation? The Derivative with Joe Kelly of Campbell Follow along with Jon on LinkedIn and X @JCaplis and be sure to check out pivotalpath.com for more information!Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 Is Trend Following Dead? (Again…) A Deep Dive with Crabel’s Grant Jaffarian 1:23:13
1:23:13 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:23:13
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяIn this revealing episode, Jeff Malec sits down with Grant Jaffarian from Crabel Capital Management to dissect the current state of trend following. They explore the declining performance over the past 6 months, challenges in maintaining positive convexity, and the critical need for innovation. Grant offers candid insights into how trend following has evolved, why its sharpe ratios have decreased, and why he remains optimistic about its future. From discussing market execution nuances to quantum mechanics, this conversation provides a deep, unfiltered look at one of alternative investing's most intriguing strategies. Whether you're an investor, researcher, or market enthusiast, this episode offers a provocative examination of trend following's past, present, and potential future. SEND IT! Chapters: 00:00-00:45= Intro 00:46-08:19= Trend Following’s in the Family: Exploring Grant Jaffarian's Background and experience 08:20-21:44= The Algo Trade Execution Game: Navigating Latency, High-Frequency Trading, and Trend Following Strategies 21:45-37:03= The Evolving Landscape of Trend Following: Analyzing Sharpe Ratios, Assets, and Market Changes 37:04-47:24= Trend Following Under Pressure: Adapting to the Changing Dynamics of Positive Convexity 47:25-01:02:04= Innovating Trend Following: Developing Dynamic Strategies for Market Adaptation 01:02:05-01:14:07= Trend Following's Esoteric Markets: Expanding Beyond Traditional Boundaries 01:14:08-01:23:13= Looking deeper into Quantum mechanics & Staying True to the Strategy From the episode : Salem Abraham on The Derivative Podcast Trend following whitepaper VaR controlled European Trend thread Roy Neiderhoffer on The Derivative Podcast Follow along with Grant on LinkedIn & X(Twitter) @GJaffarian and check out crabel's website at crabel.com for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 Value Creation Over Financial Engineering: Kinzie Capital’s Suzanne Yoon on Modern Private Equity 1:07:08
1:07:08 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:07:08
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяIn this episode of The Derivative, host Jeff Malec sits down with Suzanne Yoon, Founder and Managing Partner of Kinzie Capital Partners, for an in-depth exploration of private equity. Yoon shares her remarkable journey from the daughter of immigrant entrepreneurs in Chicago to leading a lower middle market buyout firm. Drawing from her rich background, Suzanne discusses the evolution of private equity from financial engineering to value creation, revealing how her firm identifies and transforms businesses across manufacturing and service sectors. She provides candid insights into deal sourcing, the challenges of modernizing family-owned companies, and navigating today's complex investment landscape. With perspectives shaped by experiences ranging from the Enron workout to founding her own firm, Yoon offers a compelling narrative about entrepreneurship, strategic investing, and the importance of passion in business. Join us and gain intriguing insights into the inner workings of private equity and the critical role of technology and operational improvements in driving company growth. SEND IT! Chapters:00:00-00:57=Intro00:58-06:58= Entrepreneurial Origins: Uncovering the Roots of Resilience in Suzanne Yoon's Journey06:59-22:50=From Iowa to Wall Street: Lessons for Achieving Success in Finance22:51-38:05=Private Equity's New Playbook: Evolving from Financial Engineering to Value Creation38:06-49:10= The Art of the Deal: Strategies for Sourcing and Selecting Profitable Private Equity Investments49:11-01:07:08=Tariffs, Tech, and Transformation: Navigating the Future of Private Equity Follow along with Suzanne on LinkedIn and Kinzie Capital Partners and be sure to check out their website at kinziecp.com for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 Stacking Assets: Bitcoin, Gold, and the Future of Portfolio Diversification with David Dziekanski of Quantify Funds 58:18
This week on The Derivative: In this compelling episode, David Dziekanski, founder of Quantify Funds, joins host Jeff Malec to unpack the fascinating world of Bitcoin and gold. Dive deep into the innovative BTGD ETF, which stacks 100% Bitcoin and 100% gold, and explore the cutting-edge concept of portable alpha. Dziekanski shares insights on why these assets matter, how rebalancing can create portfolio alpha, and why institutional investors are increasingly looking at alternative stores of value. From the future of cryptocurrency to gold's enduring role in protecting wealth, this episode offers a nuanced look at navigating today's complex financial landscape. Whether you're an investor, trader, or financial enthusiast, listen in and gain valuable perspectives on managing risk and seeking opportunities in an increasingly uncertain economic environment. Chapters: 00:00-00:58= Intro 00:59-11:35= From Washington University to Wall Street: Exploring David Dziekanski's Journey in Quantitative Finance 11:36-19:42= The Art of Rebalancing: Mastering the Magic of Stacking Bitcoin and Gold 19:43-31:56= Bitcoin's Evolution: From Crypto Hype to Institutional-Grade Asset 31:57-44:05= Gold in the Modern Portfolio: Hedging Against Currency Devaluation 44:06-54:46= Beyond Bitcoin and Gold: Discovering Innovative ETF Investment Strategies 54:47-58:18= Surfing, Scaling, and Balance: A Personal Journey of Innovation Show notes : Quantify Funds Whitepaper - Case for Bitcoin and Gold Derivative Podcast episode - A Four Stack-Pod: Talking Stacking Assets with Return Stacked ETFs Follow along with David on LinkedIn , X.com @DavidDziekanski , and check out their website at quantifyfunds,com! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 Podshops, Prices, and Physical Flows: A Commodity Trading Framework with Stephane Bernhard of CAM/ETG 1:29:34
1:29:34 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:29:34
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяIn this episode, we dive deep into the world of commodity trading with Stephane Bernhard, CEO/CIO of CAM Multi-Strat Asset Management. Drawing from his 30+ years of experience starting at Louis Dreyfus through commodity trading house ETG, Stephane shares how commodity trading has evolved from pure fundamental analysis to today's complex intersection of physical, financial, and systematic trading. The conversation explores the world of commodity houses and physical trading of commodities, before diving into CAM's unique approach to building a commodity-focused multi-strategy fund that bridges physical and financial markets. Stephane details their innovative risk management framework that gives commodity traders more flexibility than traditional pod shops while maintaining portfolio stability. You'll hear why VAR doesn't work for commodity risk management and how they've developed an anti-fragile approach to drawdown management. Throughout the discussion, Stephane weaves in fascinating historical perspective - from his early days in the Madrid sovereign debt crisis to parallels between the end of Bretton Woods and today's shifting monetary landscape. Whether you're interested in commodity markets, multi-strategy fund construction, or the intersection of physical and financial trading, this episode offers unique insights into an increasingly important corner of the investment world – SEND IT! 00:00-01:06 = Intro 01:07-13:42 = Commodity Trading Houses: Bridging Time and Risk in Global Commodity Markets at Louis Dreyfuss and ETG 13:43-29:50 = Commodity Trading Dynamics: Navigating Physical Footprints, Basis Risk, and Market Complexity 29:51-40:51 = Constructing a Multi-Strategy Commodity Trading Platform: Exploring ETG's Strategic Vision 40:52-53:29= Commodity Market Dynamics: Weather, Volatility, and Global Supply Chains 53:30-01:13:51 = Risk Management and Trader Psychology: Mastering the Art of Commodity Trading 01:13:52-01:18:50 = Trading Psychology and Market Excitement: Navigating High-Stress Moments 01:18:51-01:29:34 = Lessons from the 1971 Gold Standard: Adapting to Historical Market Shifts From the episode: The Secret Club That Runs the World Follow along with Stephane on X @TCS_Trader and LinkedIn, and be sure to check out ETG and CAM on LinkedIn as well for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 The Endowment Playbook: Balancing Long-Term Goals with Current Market Volatility 1:09:39
1:09:39 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:09:39
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяIn this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University's $2.2 billion endowment, to explore the unique challenges and strategies of institutional portfolio management. The discussion covers Baylor's innovative approach to portfolio construction, including their successful deployment of volatility strategies during the 2020 market crash, their current cautious stance on equity exposure, and their philosophy on private investments. Morehead explains why they're shifting away from cyclical assets in private markets and focusing on secular growth trends in healthcare, technology, and consumer sectors. Particularly timely is their analysis of recent market volatility, bond market dynamics, and the broader implications of trade policies on institutional investment strategies. The conversation provides a rare glimpse into how a major university endowment navigates market uncertainty while maintaining its core mission of supporting education and student scholarships. Whether you're an institutional investor, family office manager, or investment professional, this episode offers valuable perspectives on long-term portfolio management and the evolving landscape of institutional investing. Learn how one of the industry's thoughtful practitioners approaches risk and return in today's complex markets. You want to learn how institutional portfolios really work? You want to understand how endowments think about risk? You want to hear from someone who's traded it all and now manages billions? SEND IT! Chapters: 00:00-00:55 = Intro 00:56-09:33 = Hedge Fund Executive Transitions to Higher Education: Exploring Dave Morehead's Career Pivot09:34-26:18 = Baylor University's Strategic Endowment Investment Philosophy Revealed26:19-36:20 = Beyond the S&P 500: Discovering Unique Investment Opportunities in Helium and Niche Markets36:21-46:30 = Hedging Strategies and Volatility Management: Navigating Market Uncertainty with Strategic Risk Mitigation46:29-53:51 = Trust Issues and Geopolitical Challenges: Overcoming Uncertainty in Modern Investing53:52-01:00:32 = The Long-Term Perspective: Endowment Investing Beyond Quarterly Returns 01:00:33-01:09:39 = An 80s Rock Music Nostalgia Trip: Revisiting the Iconic Sounds of the Decade Follow along with Dave on LinkedIn and X and also be sure to check out Baylor's endowment for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
In this emergency pod edition, Jeff Malec is joined by Vineer Bhansali, Founder and CIO at LongTail Alpha, LLC , to break down the market's wild rollercoaster ride that demanded immediate attention. When markets hit new lows only to rocket back with a stunning 10% rally, we knew it was time for another "WTF episode" – our signature emergency broadcasts reserved for the financial world's most shocking moments. Together, Jeff and Vineer dissect the tariff chaos sending shockwaves through global markets, with Vineer providing insights on the critical liquidity crisis unfolding across stocks, bonds (especially long-term), and their derivatives. This episode delivers the expert analysis and perspective you need when markets go haywire – just like when we talked crude oil's negative plunge and the GameStop rebellion that took down a hedge fund in years past. No scripted talking points, no scheduled interviews – just raw, unfiltered market commentary when you need it most. The world's financial markets just had a moment... and so did we. SEND IT! Chapters: 00:00-00:49 = Intro 00:50-11:08 = Market Volatility and Liquidity: The New Trading Ecosystem 11:09-18:02 = Hedging Strategies in Uncertain Markets: 0DTE Options, straddles and strangles, and Tail Risk 18:03-30:56 = Global Asset Shifts: Bond duration, Basis Trades, Gold, and the Erosion of American Financial Exceptionalism 30:57-43:41 = Tail Hedging Economics: Getting out of the money 43:42-54:32 = Market Resilience and picking up steam: Is there hope for Trend Following? From the episode: Relationship Between Trend-Following and Options (whitepaper) Previous episode with Vineer: Taming the Tails with LongTail Alpha's Vineer Bhansali Follow along with Vineer on LinkedIn and @longtailalpha on X.com and be sure to check out LongTail Alpha's website for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 Trends, Tall Heads, and Transformations with Transtrend’s Harold de Boer 1:10:59
1:10:59 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:10:59
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяDive into the fascinating world of trend following with Jeff Malec and one of the GOATs: Harold de Boer, a pioneering systematic trader who transformed his life path from a Dutch dairy farm into the sophisticated global investment firm Transtrend. In this episode, Harold shares insights into the evolution of trend following, discussing how understanding market trends is similar to understanding herd behavior, navigating complex market correlations, and maintaining resilience during challenging periods. Learn about the nuanced approach to trading across hundreds of markets, the importance of diversification, and why trend following remains a dynamic and adaptive investment strategy. With humor, historical perspective, and deep expertise, Harold reveals the art and science behind successful systematic trading. - Don’t miss a particular riveting segment at the end of this discussion on US cinema at its best - SEND IT!Chapters: 00:00-00:50 = Intro 00:51-03:23= Lessons from the Pasture 03:24-15:09= Rotterdam and the Netherlands: A Brief Introduction 15:10-37:13= Market Diversification and the Evolution of Trend Following 37:14-49:00=Navigating Market Complexity: Filters, Risks, and Trend Following Innovation 49:01-01:03:59= Resilience and Adaptation: Surviving Trend Following Drawdowns 01:04:00-01:10:59= Cinematic Insights: A Coen brother’s tribute From the episode: The Coffee Trader (Book) Fat tails and tall heads blog post: https://www.rcmalternatives.com/2013/02/fat-tails-and-tall-heads/ Advanced Hedge Fund Replication with the Top Down – riding diverse ETF modeling flows with DBi’s Andrew Beer Trading Movies blog post Follow along with Harold and Transtrend on LinkedIn and be sure to check out their website for more information at transtrend.com/en Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 A Four-Stack Pod, talking stacking assets with Return Stacked ETFs 1:31:00
1:31:00 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:31:00
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяThis episode of the podcast piles on the knowledge about "return stacking" - the investment approach that lets you layer alternative assets and strategies on top of your traditional portfolio, like a perfect investment sandwich. Jeff Malec has stacked the deck with FOUR financial heavyweights - Mike Philbrick , Rodrigo Gordillo , Adam Butler , and Corey Hoffstein - each showcasing a "return stacking" ETF. We’ve brought together this team of experts to give you the blueprint for this innovative investment method. So, what’s the deal with return stacking? Think of it as the ultimate portfolio hack—layering alternative asset classes and strategies on top of your traditional stock and bond holdings. No need to shuffle things around or ditch your core positions—just stack those extra return streams like the ultimate investing sandwich. We’ll dig into the risk/return profiles and how these stacked strategies can take your portfolio to new heights. But wait, there’s more! To keep things light, we’re making our guests put their friendships on the line in a spirited round of "Choose Your Fighter"—because who doesn’t love a little friendly fire? Stack up, tune in, and SEND IT! Chapters: 00:00–01:11 = Intro 01:12- 20:00 = Return Stacking: Upgrading Portfolios Without Disrupting Core Holdings 20:01- 41:47 = Stacking Stocks and Managed Futures for Diversification 41:48- 01:03:10 = Capturing Futures Yield Through Return Stacking 01:03:11- 01:31:00 = Stacking Bonds and Merger Arbitrage for Enhanced ReturnsAll things Return Stacking: Stacks on Stacks Return Stacking: From Theory to Practice - A 2024 Perspective - Blog post Researching the Risks of return stacking with Corey Hoffstein & Rodrigo Gordillo – The Derivative episode - Podcast What is Return Stacking? - Blog post Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
In this episode, Jeff Malec sits down with Rick Silva, the co-founder of Metaurus Advisors, a boutique asset manager. Rick walks us through Metaurus Advisors' innovative approach to understanding and trading the equity risk premium using dividend futures markets. Rick Silva provides insights into the firm's background in derivative markets and their goal of bringing fixed income securitization techniques to the equity space. He explains the concept of parallel tranche securitization applied to the S&P 500 using dividend futures, which offers visibility into how the market prices equity cash flows and the equity risk premium. Rick and Jeff discuss the strategies Metaurus has developed to harvest risk premiums in the front-end of the dividend curve across different markets, as well as the introduction of new futures contracts based on sequential tranche securitization of a 100-stock index. The episode also addresses the challenges and opportunities in the dividend futures market, including differences across regions, and for a little fun, we fall down a political rabbit hole - SEND IT! Chapters: 00:00-01:02=Intro 01:03-09:57= Bringing Fixed Income Securitization Techniques to the Equity Markets 09:58-21:53= Harvesting Equity Risk Premiums through Dividend Futures Strategies 21:54-35:36=Introducing Sequential Tranche Securitization in Equity Futures Contracts 35:37-44:06=Dividend Futures Markets Across Regions and Regulatory Challenges 44:07-54:07=Implied growth rate & data analysis 54:08-59:22=Rabbit Holes: Political Impacts Metaurus Advisors Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
In this episode, Jeff Malec sits down with Scott Phillips, the CIO of Lavaca Capital, to discuss the firm's journey in the world of options trading. Scott shares his personal background, from his start as an auditor of energy derivatives at KPMG to founding Lavaca Capital and navigating the complexities of options strategies. The conversation covers Lavaca Capital's evolution, from their initial focus on simple option structures to the expansion into more complex portfolios and the eventual return to simpler expressions. Scott provides insights into the challenges of managing option books, the importance of discretionary overrides, and the impact of the growing options ETF space. Scott and Jeff explore the misconceptions and pitfalls in the options market, the need for better education and simplification of concepts, and the potential for future market disruptions. They also discuss the firm's customized solutions for clients, the current market environment, and the lessons learned from historical market events. 00:00-01:01=Intro 01:02-08:40= Auditor to Trader, A Rare Bird, & Misconceptions of Options 08:41-20:31= Complexity, Hedging, and Customized Option Strategies 20:32-30:36=Current Strategies, Market Environment, and Systematic vs. Discretionary 30:37-35:42=Lessons from Historical Market Events and Looking Ahead 35:43-43:13=Managing Options in Volatile Markets 43:14-49:07=Back in Time, Texas, and the Options Capital of the World From the Episode: The VIX Index and Muted Volatility in 2022 RCM: The Dummies Guide to Option Greeks Follow along with Scott and Lavaca Capital on LinkedIn and check out their website for more information at lavacacapital.com Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 Unlocking the Commodity Risk Premium with Kurt Nelson of SummerHaven 1:13:45
1:13:45 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:13:45
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяJoin us for an insightful exploration of the fascinating world of commodity futures with Kurt Nelson, co founder and Managing Partner of SummerHaven Index Management. Kurt shares his unique perspective, honed over decades of experience, on the rich history and evolution of commodity markets - from the Dojima Rice Exchange in 16th century Japan to the modern-day cocoa futures trading. Discover how SummerHaven's research-driven approach, including the firm's dynamic commodity index, aims to uncover the elusive commodity risk premium and provide investors with diversified exposure to this complex asset class. Kurt offers insights on the challenges and opportunities presented by factors like inflation, supply chain disruptions, and geopolitical tensions, and explains why commodities deserve a place in a well-balanced investment portfolio. Whether you're a seasoned commodity trader or just curious about this unique asset class, this episode is packed with engaging anecdotes, market analysis, a glimpse into the future of the commodity landscape, and trading history you might have missed out on! Don't miss this captivating conversation with one of the industry's leading experts in Commodities – SEND IT! Chapters: 00:00-01:22=Intro 01:23-07:15= Tracing the Roots of Commodity Futures 07:16-20:51 = Adopting business models & creating indexes 20:52-35:29 = The Evolution in commodity risk premium’s and SummerHavens’ research-driven approach 35:30-46:17 = Lessons in resilience & optimization with an impacting factor: Inflation 46:18-01:00:01 = Diversifying is essential: Vacationing in Cocoa 01:00:02-01:06:38= Positioning for the next decade’s opportunities 01:06:39-01:13:45 = Culinary Corner: The Best Indian dish in Stamford From the episode: The Commodity Futures Risk Premium – 1871-2018 whitepaper Follow along with Kurt on LinkedIn and check out SummerHaven's website: summerhavenindex.com Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
In this episode, we dive deep into the current state of AI… getting to its transformative impact on the alternative investments landscape. Our guest, Mohammad Rasouli, is a renowned researcher at Stanford University and the founder and CEO of AIx2, a leading AI solutions provider for private equity, venture capital, and hedge funds. Mohammad shares his extensive expertise on how AI is revolutionizing the way alternative investment firms operate, from streamlining due diligence and deal sourcing to enhancing portfolio monitoring and reporting. We delve into the key challenges and best practices in AI adoption, as well as the potential implications for the future of finance jobs and the broader economy. Whether you're a seasoned alternative investment professional or simply curious about the intersection of AI and finance, this episode packs an artificial punch. So get use to “sit back and relax” because the rapidly evolving landscape of intelligent investing will be doing more than ever - SEND IT! Chapters: 00:00-01:14=Intro 01:15-11:31 = AI: Helping to reduce market friction & the shelf life of a constant changing landscape 11:32-23:46 = Predictive vs. Generative AI / Transforming finance 23:47-31:58 = Fear for the ultimate AI, AGI, & overcoming challenges 31:59-46:00 = Job conqueror or tool: Understanding the fundamentals of AI and adopting them 46:01-50:10 = Regulations & Competition - what could go wrong? 50:11-59:28 = Computes and data are the drivers of AI Follow along with Mohammad on LinkedIn and visit AIx2.ai for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 A US state with a sovereign wealth fund? Utah’s new approach to old money with Peter Madsen 1:12:13
1:12:13 Відтворити Пізніше Відтворити Пізніше Списки Подобається Подобається1:12:13
Відтворити Пізніше Відтворити Пізніше Списки Подобається ПодобаєтьсяIn this first episode of 2025, we’re plunging right into the fascinating world of sovereign wealth funds with Peter Madsen, the CIO of Utah's School and Institutional Trust Funds Office (SITFO). Peter shares his unique perspective on managing a multi-billion dollar portfolio designed to support public education in the state for generations to come. From his personal background in skiing and outdoor adventures in the Wasatch mountains to the challenges of navigating Utah's rapid growth and development, Peter provides a captivating glimpse into the day-to-day realities of overseeing this complex institutional investor. Listeners will learn about the intricate governance structure of SITFO, the innovative approach to asset allocation and risk management, and the delicate balance of delivering competitive returns while preserving the fund's long-term corpus. Peter also tackles common investment myths, sharing insights on the potential for diversified portfolios to outperform high-equity allocations over the long run. This episode offers a rare behind-the-scenes look at the inner workings of a state-level sovereign wealth fund, highlighting the importance of prudent stewardship and a steadfast commitment to serving the public good. Whether you're an institutional investor, a student of finance, or simply someone fascinated by the intersection of public policy and investment management, this episode is sure to captivate and inform. SEND IT! Chapters: 00:00-01:40=Intro 01:41-11:23= Backcountry Skiing with Utahans and the winding path to Institutional investing 11:24-20:07= Russian Historian to CIO of governing the states sovereign wealth fund 20:08-33:23= Landman – Constructing a diversified portfolio for perpetuity 33:24-37:37= The Trustees 37:38-47:29= Rethinking the 60/40 approach, avoiding duration and SITFO’s GRID system 47:30-58:19= Weathering market storms and balancing upside participation and downside protection 58:20-01:06:13= Carving the evolving landscape of sovereign wealth funds, strong enough returns & outperforming benchmarks 01:06:14-01:12:13= Myth busting: Bonds can outperform equities Follow along with Peter on LinkedIn and visit SITFO's website for more information! Don't forget to subscribe to The Derivative , follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2 , or LinkedIn , and Facebook , and sign-up for our blog digest . Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer…
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The Derivative
1 General George Cashington had a Dream of a Grand Financial System (a humorous prelude to Season 5) 10:18
For our first episode of 2025 we wanted to take a different approach... Enjoy our full-blown parody of Nate Bargatze's 'Washington's Dream' – complete with satire of several key issues in private equity and private market valuations. Warning: May contain traces of reality and excessive financial humor.…
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