Ray Dalio dominated the hedge fund headlines recently saying he, the founder of the world’s largest hedge fund, is stepping back from leadership in favor of three CIOs. Dalio is rightly famous for his success by multiple measurements. We’ve paid attention to his All Weather portfolio and written about their funds in the past here and here, mainly […]
Author: rcm-alternatives
04
Oct
2022
Asset Class Scoreboard: September 2022
And for its next trick – managed futures will try and make money without the help of commodities. That mantra was seemingly playing out in September and throughout the 3rd quarter as managed futures shrugged off reversals lower in commodity markets and continued to post positive gains thanks to an incredible up trend in the […]
29
Sep
2022
Hurricanes, Cat Bonds, and the Billions at Risk with Dr. Jeff Masters and Chris McKeown
Otherworldly forces can affect the market and hurt it just as much. Hurricane Ian continues to bring surges, winds, and flooding to Florida, and we have our own hurricane swirling around the set. That’s right, we’re bringing two forces together this week in a mashup of two previous pods with Hurricane Hunter Dr. Jeff Masters […]
22
Sep
2022
The Game of Trading with SIG Alums Kris A, Tina L, & Steiner
We have a little saying over here on The Derivative, The More, The Merrier, and on this week’s episode of The Derivative, we’re not chatting with one guest, but THREE! Class may no longer be in session, but we are taking a trip down the SIG/Susquehanna memory lane and having our own class reunion with Kris Abdelmessih, Michael […]
15
Sep
2022
Trends, Inflation Protection, & Getting Investors to the Finish Line with Eric Crittenden of Standpoint
In the chaotic world we’ve endured since 2020, it turns out all you needed was an outlier loving strategy to get you through the storm. We’re talking managed futures and trend following in particular, which tend to thrive in periods of turmoil. But how can you effectively prepare for a wide range of market environments […]
13
Sep
2022
Mutual Fund Performance: August 2022
At first, August looked like it would continue this bear market rally, but the trend kicked back in. Led by bonds dropping, the world started pricing in a stronger fed stance. Stocks turned over, and the dollar strengthened. Stock volatility (i.e., VIX) rose but in a more orderly way, making it challenging for some long volatility […]
08
Sep
2022
Nobody is prepared for a 2nd leg down, with Ari Bergmann of Penso Advisors
It’s not every day you get to sit down with a Volatility veteran with over 30 years of experience…..Well, maybe it’s a bit more common here on the Derivative than elsewhere, but we’ve got a special treat with Ari Bergmann(@AriBergmann) joining Jeff on this week’s Derivative episode. Listen in as they dive into where to […]
01
Sep
2022
The Business of Staying Wealthy with Homer Smith of Konvergent Wealth
For those lucky few who’ve sold a business, inherited wealth, or otherwise find themselves in the enviable position of staying wealthy, not getting wealthy – the investment game can be more about playing defense than going on offense. But how do you go about that, who do you partner with to figure out complex tax […]
23
Aug
2022
There’s no Stupid Options questions, just Stupid Options Courses, SurgiFi attends Benn Eifert’s Class
Summer’s nearly over and class is definitely back in session for this episode, as we’re about to get schooled on options and trying to separate the scams from the science. This week we’re delivering the long-awaited episode with Dr. Benn Eifert(@bennpeifert), a Derivative appointed Jedi of Volatility from QVR Advisors, and Dr. David Rhoiney(@FiSurgi), who […]
12
Aug
2022
Mutual Fund Performance: July 2022
July provided a relief rally for the still-correlated stocks and bonds much to the chagrin of doomsday prophets. Volatility fell most every day of the month providing a good test for long volatility strategies. Commodity markets were mixed in performance and choppy, lacking a coherent theme (Natural Gas the notable exception). This proves difficult for […]
