RCM Alternatives Blog

22 Oct 2020

Debunking Trend Following’s Dead Theories with Kathryn Kaminski

Is trend following too big? Can managed futures do it without the bond tailwind they’ve had for 30 years? Does globalization take away diversification? We’re debunking these trend following myths/truths (?) in today’s podcast – and today’s guest is ideal to take us through the ins-and-outs of these trend following theories. We’re joined by Kathryn […]

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19 Oct 2020

China (partially) Opens Up to Foreign Investment

Recently the CSRC, People’s Bank of China, and the State Administration of Foreign Exchange finally released measures for something we’ve been patiently waiting (and working tirelessly at) for over 2 years: guidelines expanding the scope of investable products for Foreign Institutional Investors and RMB Qualified Foreign Institutional Investors (which we’ll collectively just refer to as […]

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15 Oct 2020

Vol Curves and Vanna Charm with Cem Karsan

Today’s pod is all about word play playing into alternative investment. How does Jam Croissant relate to Cem Karsan? What about Vanna Charm and options definitions? Or the forever popular “there’s no such thing as a free lunch” evolving to “nothing is ever risk free”? To get together the definitions, explanations, and educated facts on […]

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08 Oct 2020

Super Storms, Mathematical Modeling, and Hurricane Hunting with Dr. Jeff Masters

With storms named Gamma and Delta making their way to US shores – we really couldn’t have timed this release better from a hurricane-content-meets-alts-investment podcast; it’s the: perfect storm (buh-dum-ch). Today’s guest is creator of Weather Underground and the Cat 6 blog, a person who has flown through an actual hurricane, and a whiz at […]

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