Category: Podcasts

08 Jun 2023

Global EQD ’23 Breakdown with Jason Buck (part 1)

Didn’t get the chance to head to Vegas for the Global EQD conference. No worries. We’ve got you covered.   We’re teaming up with the one and only Jason Buck (@jasoncbuck) of Mutiny Funds (@MutinyFunds), he of many volatility-focused podcasts and manager of a long vol fund of funds. Together, Jeff and Jason walk through […]

READ POST
01 Jun 2023

The Current state of Commercial Real Estate: Armageddon or Overblown? Setting things straight with Matt Lasky of Equity Velocity Funds

We’re back! Hitting first up with the question of where the current state of Commercial Real Estate is at since COVID. Is the market coming back? Were the hits too hard with everyone out of the office? We’re looking at all the aftermath with Matt Lasky (@MattLasky) of Equity Velocity Funds, where the pain points […]

READ POST
11 May 2023

Adding Spreads and Options to Trend Following, with Moritz Seibert

We’re back in the trend space this week, diving into the pros and cons of classic trend following, as well as exploring new methods of trend, including building new “markets” with calendar spread data, and trying to reduce the infamous trend open trade givebacks with some option trades. Not to mention some talk on how […]

READ POST
logo