What do you think of when you hear the term “carry trade”? We start thinking of the infamous Mr. John Devaney, who had to sell his 142-foot yacht named (wait for it…) “Positive Carry” during the financial crisis because of losses in his hedge fund due to the unwinding of, you guessed it — the […]
Category: Market Strategies
11
Jun
2024
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 […]
21
Jul
2022
Don’t Call it Private Equity, Seeking Value (and Tax Alpha) in Small Business with Adam Tkaczuk
It’s not every day you get to talk about investing and food in the same conversation, and this week, refinancing, restructuring, and investing in niche businesses is on the menu with Adam Tkaczuk (@Adam_Tkaczuk). Adam is a tax consultant, project CFO, and private equity investor. He raises debt, equity, and government subsidies for projects and […]
07
Apr
2022
Hedge Funds vs ETFs, Passive vs Active,70s Inflation vs Now, & Commodities vs CTAs with Simplify’s Mike Green
What exactly does a chief strategist do? Besides picking fights with Bitcoin HODLers on Twitter… And how exactly does one of the most prominent voices on the dangers of too much passive money trying to fit into a single asset classes on/off ramps, end up at….wait for it….an ETF shop? We aim to find out in this episode with Simplify’s Chief Strategist and […]
31
Mar
2022
Why is intraday trading so hard, Where is the ES liquidity, and When are most market moves happening (overnight), with Deepfield’s CEO, Bastian Bolesta
Who in the right mind would choose to make a living day trading stock index futures? It must be one of the most competitive, most challenging arenas out there with HFT and 10s of billions of dollars in quant strategies chasing alpha. In this week’s episode, we’re chatting up the founder and CEO of short-term […]
17
Mar
2022
Commodity Volatility, Global Macro, and Trend Following with Alan Dunne from Archive Capital
Happy St. Patrick’s Day! The luck of the Irish is on our side as we celebrate today’s episode with Dubliner Alan Dunne, CEO and Founder of Archive Capital, a boutique multi-asset and investment research firm focused on global macro and managed futures strategies. Alan has worked in the financial markets and investment management industry for […]
06
Jan
2022
2021’s Vol moves, 2022’s outlook, Meme stocks, Option Flows and KAI with Cem Karsan
We’re kickstarting the 2022 season of The Derivative with fan favorite – Cem Karsan. In this episode, the FinTwit star better known as @jamcroissant and his calls on Gary and Gamma and Vol and Vanna, digs into the interesting 2021 Vol moves, what 2022 may look like in the vol space (not good…or good, depending […]
06
Dec
2021
The 12 Days of The Derivative
🎶 Here comes Santa Claus, here comes Santa Claus, right down The Derivative Lane. Jeff Malec is delivering in-depth chats for those streaming all the plays. The education we’re bringing, investors are singing, all is merry and bright 🎶 Okay, so we may have changed the lyrics slightly, but nothing puts you in the Christmas […]
13
Nov
2021
A Multi PM (Global) Macro Masterclass with Markian Zyga
In this episode, we shed some light on one of the largest groups you’ve maybe never heard of, whose new “mission” is to seek out incredible trading talent and blend them together in a multi-PM Global Macro approach. We get into just how this all works, and more, in our chat with Markian Zyga, Portfolio […]
28
Oct
2021
Convex (CONVX) to the Core with Certeza’s Brett Nelson
In this episode, we sit down again with one of the OGs of VIX futures trading & options, Brett Nelson, CEO of Certeza Asset Management, and discuss their new mutual fund — Convex Core and how it relates to their Macro Vega hedge fund strategy. Join us to hear how the mutual fund aims to […]
