Category: Podcasts

09 Nov 2023

A brief history of Corn, food co-valuations, GMO vs non-GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga

Get ready to savor an episode of The Derivative that’s anything but run-of-the-(corn) mill, featuring a guest who’s serving up some fresh and unconventional perspectives. That’s right, we’re delving into the heart of the snack world where the notion of sturdy, thick chips and delicate, thin chips is more than meets the eye. Prepare to […]

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26 Oct 2023

Trend Following Asset Allocations with Jon Robinson of Blueprint

In the constantly changing and often unpredictable industry that is wealth management, is it possible to systematize an asset allocation approach? Might you even apply trend following to the problem? On this episode of The Derivative, Jon Robinson, the CEO and co-founder of Blueprint Investment Partners (@Blueprint_IP), draws upon his unique experience on both sides […]

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05 Oct 2023

Systematic Commodity Trading (without Trend) with Jae-Min Hyun of NWOne

In commodity trading, where volatility reigns supreme, finding an edge can be daunting. In this episode of The Derivative, we switch up our normal Commodity Trading talk with our non-trend following guest, Jae-Min Hyun of NWOne. With extensive experience in commodities trading and a quant background that spans Wall Street firms, hedge funds, and a […]

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28 Sep 2023

A Philly Alts Steak: Talking Commodities, Stacking, and Systematic with Auspice, Newfound & Campbell

Philadelphia is renowned for various iconic symbols, including the Liberty Bell, Rocky Balboa, the famous Philly cheesesteak, and, most recently, RCM’s Live Panel Discussion “Is 60/40 Dead? Can Alternatives Fill the Void?” This engaging panel discussion features industry leaders Tim Pickering @AuspiceTim, Corey Hoffstein @choffstein, and Brian Meloon, with the insightful Kevin Davitt giving an […]

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21 Sep 2023

Opportunities in Option Mutual Funds with Russ Kellites

In the ever-evolving world of finance, change is the only constant. Like the shifting tides of the market, options trading has transformed from monthly expirations to weekly and even daily strikes. It’s like going from a leisurely stroll to a thrilling daily marathon in the world of trading. Alongside these shifts, hedging strategies have also […]

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31 Aug 2023

Portfolios of Power Futures with AMPD ETF’s Tim Kramer

Is electricity a commodity?  If not, why not? If so, how do you get exposure with the demand for electricity set to possibly outstrip the world’s forthcoming technological advancements.  Join us on a high-energy episode of The Derivative by RCM Alternatives for an in-depth exploration of “Electrifying America” with Timothy Kramer, a seasoned energy and […]

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20 Jul 2023

Trend Following Plus Nothing with Jerry Parker

What do you do when you’ve already done everything there is to do in trend. Managed billion of dollars: check. One of first to run a trend following mutual fund: check. Trend following on individual equities: check. You push the envelope again, and convince the folks that create ETFs that you actually can pack your […]

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