Ok, If you haven’t been watching Twitter go crazy over ChatGPT the past few days, you’re missing out. Here’s a nice piece explaining some of the cool stuff we’ve seen just in a few days since it was released: 🤖 Here’s a little overview of all the crazy stuff I’m seeing with the new ChatGPT. […]
Author: rcm-alternatives
02
Dec
2022
Asset Class Scoreboard: November 2022
Whoa. The international equity markets have finally shown up to the party, taking a giant leap in November for its biggest gain in quite some time. The rest of the scoreboard looked pretty similar, with stock, bonds, real estate, and hedge funds all positive (while all remaining down handily for the year..). Which brings us […]
30
Nov
2022
Here’s Why the FTX debacle wouldn’t happen in the Heavily Regulated Futures World
You know how the old saying goes…where there’s smoke, there’s fire: 1) Hey all: I have a few announcements to make. Things have come full circle, and https://t.co/DWPOotRHcX‘s first, and last, investors are the same: we have come to an agreement on a strategic transaction with Binance for https://t.co/DWPOotRHcX (pending DD etc.). — SBF (@SBF_FTX) […]
29
Nov
2022
Mutual Fund Performance: October 2022
October seems like a world away, given the events of this month. Nevertheless, funds generally performed well across the board. Stocks and bond prices behaved more traditionally, and volatility was generally down over the month. Commodities were mixed but provided some opportunities for trend followers. (Hey everyone, good news, coffee futures were down almost 20%!). […]
17
Nov
2022
What the hell is going on in logistics and is there any relief in sight? with Woodson Dunavant
This week on the Derivative we’re doing it a little differently sharing our platforms with RCM’s Agriculture podcast, The Hedged Edge. The Hedged Edge is back online with a guest who could be it’s podcast’s most important guest of all time. At a time when inflation is running rampant through the world economy, drought conditions […]
07
Nov
2022
Asset Class Scoreboard: October 2022
U.S. Stocks gave a comeback last month after being down its’ previous two months rising to the top of the list. While in September we saw nearly all assets in the red, October bounced back for most assets while equities continue to fall. Although we didn’t see a dramatic climb for Managed futures, it’s still […]
03
Nov
2022
Getting Long Skew in Short (term) trading models, with Quest Partner’s President, Michael Harris
Jeff loves it when he sits across from someone who, like him, has been in the niche-managed futures part of the investment world for their entire career. There’s not all that many of them, and today’s guest, Michael Harris(@mikeharris410) fits the bill. Michael’s unique backstory began within the Sales and Product Development group at Morgan […]
25
Oct
2022
Being a GenZ’er during Crypto Winter with @DeadCaitBounce’s Caitlin Cook
How do all these smart people end up in the crypto space? Versus the hedge fund world or traditional finance, or doctor/lawyer, etc. And how do investors separate the signal from the noise amongst all the meme stock pumps, Web 3 scams, and crypto deep dives? And is Winter coming, to borrow the Game of […]
13
Oct
2022
WTF is LDI, and What’s working in Vol Trading with Zed Francis of Convexitas
Cover the kid’s ears… because we’re going back to our WTF format to ask what the actual Fingazi is going over in the UK with the bank of England raising rates, then buying a bunch of Gilts to save their pensions. The headlines say it’s some new-fangled LDI concept which led these pensions into trouble. […]
06
Oct
2022
Is there room for a VIX competitor, SPIKES founder Simon Ho sure thinks so.
How do you create a new futures contract? You need an exchange. And you need something that changes in price, like a commodity market – or a financial index. This week we’re diving deep into crafting an index with T3 Index’s founder and CEO, Simon Ho. Simon is no stranger to the vol space, and he has worked […]
