Our guest this episode is surely not a stranger to our listeners, with his voice reaching far and wide via StockTwits, the Panic with Friends podcast, his ever-changing Twitter handle (currently Metaverse Lindzon) and his eponymous blog where he dishes on everything from stock picks to software to NFTs. Oh, and in his spare time, […]
Category: Bitcoin
12
Aug
2021
BITFD & Wake the F Up with Ben Hunt of Epsilon Theory
Over 100,000 investors in 180 countries listen to Ben Hunt, founder of Second Foundation Partners and the Epsilon Theory blog, debunk the latest narrative machines in each of his opus-like post. So with Covid cases climbing and inflation expectations rising, it seemed like as good a time as ever to bring Ben back on the […]
15
Jul
2021
The Kaoboy of Convertible Arb with Michael Kao
We’ve said on this blog before that options are like playing 3D chess. Well then what does creating synthetic options via convertible bonds, equity positions, and bank debt play like?? Take a listen to this pod where we venture out of the futures/options space into credit, convertible bond, risk arb. Therefore, if you think you […]
20
May
2021
WTF ^%$# is Happening With Crypto??
We’re talking with two ‘in the crypto weeds’ traders/asset managers, Ben and Gary, about crypto’s -30% one day drop, coinbase, the most surprising (& scariest) things about the recent crypto crash, size and action in futures, options, and non-futures, “what if” bitcoin had blown up, the right to a free market, bitcoin as beta?, new […]
14
May
2021
Allocating Assets and Attracting Allocators with Ted Seides
From actual capital allocator to branding his book and podcast “Capital Allocator,” Ted Seides has one of the biggest banks of knowledge in the capital allocation game. He’s a well-known author of two books, host of the podcast Capital Allocators, and in his “free time” invests his own money in some of the best and […]
30
Apr
2021
Turning the Tables: Trading Pits and Dip Spits with RCM’s Jeff Malec
Today’s guest is one you’ve heard many times before if you’ve listened to The Derivative, but may not necessarily know all that well. He’s and alts/managed futures veteran, having started his career in Chicago’s famed trading pits, founded a futures investment firm, and continued on to become a partner at RCM Alternatives. ,And, of course, […]
15
Apr
2021
Yep, She’s Opening Up Option Eyes with NOPE It’s Lily
We apologize for potential audio issues with this episode – please download the transcript here NOPE – we’re not just going to be talking to our typical vol guest. NOPE – we’re not going over the usual trend following or strategy. NOPE we definitely (did) find today’s guest off of VolTwit. @nope_it’s_lily is Head […]
26
Mar
2021
Making Market Music with Roy Niederhoffer
How many families have two brothers who’ve been in the hedge fund game for 30+ years, much less on polar opposites of the long vol/short vol spectrum. We’re talking with the volatility loving, positive skew seeking brother in our episode today, Roy Niederhoffer. Roy is the founder and President of the eponymous R. G. Niederhoffer […]
08
Feb
2021
The Bull and Bear Cases for Bitcoin with Meltem Demirors & Nic Carter on The Derivative
Bitcoin started the year with a bang, rising up above $41k before falling back into the 20ks, and settling in the mid 30ks lately. It was at $5k in March 2020! Yet it feels way different, and dare we say – less volatile – this time. How are we supposed to interact with bitcoin, how […]
13
Aug
2020
Debt, Dollars, and Deficits with CME’s Blu Putnam on The Derivative
It’s a job all in itself to be able to look at data – especially data that affects all of us on a daily basis – and be able to interpret that to make sense to yourself. Take that and have to turn it into something that makes sense to everyone else – well that’s […]
