COVID affected a lot of ways that we interacted with the world – it changed how we worked, how we socialized, how we entertained ourselves….and if you’ve been tuned into the markets over the past year, it also changed our expectations on how in the world Oil prices could have ever gone NEGATIVE. Last year […]
Category: Markets
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 […]
08
Apr
2021
Asian Markets, American Investments, & Accessing (Chinese) Futures with Alvin Fan of OPIM
Sign up for OPIM’s Cap Intro event (April 12-16) here We’ve said it before and we’ll say it again – the opportunities in the Asian investment landscape are nuanced, emerging, and incredibly attractive. But on top of the excitement around the opportunities, there’s also gated access and a general list of unknowns that can […]
05
Apr
2021
eSports, ETFs, & Enormous Deals with the Sports Pomp, Joe Pompliano: The Derivative
The world of sports and finance have continually meshed together – and the Covid-19 pandemic has fast tracked that even further. Between the growth of analytics, to financiers making their way into the pro sports arena, I think we’re past a future where these two worlds will ever depart. Today’s guest is the culmination of […]
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 […]
24
Mar
2021
How 54 Markets Have Performed Since the March 2020 Covid Lows
One year ago – where were you? Doing cool zoom backgrounds. Stacking a pile of books to act as your at home standing desk. Home schooling!! Trying to understand what a VIX of 80 means? We were all trying to get a handle on just what the new normal would be, and if our economies […]
11
Mar
2021
Taming the Tails with LongTail Alpha’s Vineer Bhansali on The Derivative
Forget fat tails, left tails, even tall tales. We’re going into extracting value from long tails of the distribution on the pod in this episode. Vineer Bhansali is a 29-year industry veteran, previously at PIMCO, a Forbes columnist, author of four books on finance, and is currently the founder and CEO of longtail alpha. In […]
19
Feb
2021
Playing like a Poker Pro in Life/Investments/Career with Chris Sparks on The Derivative
Talking this week with Poker Pro Chris Sparks on everything from game strategy to deciphering A.I. capabilities and catching bots. With Founder, CEO, and Performance Coach of The Forcing Function we’re taking it back to the beginning where we dive in with Chris about an interesting online alias “GoMuckYourself”, grabbing seats at poker tables in […]
15
Jan
2021
Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers on The Derivative
2020 was ruled by global macro events – are we looking at the same fate in 2021? Our guest today can talk not only global macro, but also volatility, bond yields, correlation, oil, metals and more. To ring in the new year we’re joined by Diego Parrilla, Managing Partner at Quadriga Asset Managers and Author […]
06
Jan
2021
Asset Class Scoreboard: December 2020
via GIPHY Whew – we made it through 2020. From the Red Wedding in March to somewhat unbelievable rallies across stock indices in the second half of the year, there was something for across 2020. Commodities notably ended the year pretty deep in the red, even with the major upswings in quarters 2, […]
