We have a little saying over here on The Derivative, The More, The Merrier, and on this week’s episode of The Derivative, we’re not chatting with one guest, but THREE! Class may no longer be in session, but we are taking a trip down the SIG/Susquehanna memory lane and having our own class reunion with Kris Abdelmessih, Michael […]
Category: Podcasts
15
Sep
2022
Trends, Inflation Protection, & Getting Investors to the Finish Line with Eric Crittenden of Standpoint
In the chaotic world we’ve endured since 2020, it turns out all you needed was an outlier loving strategy to get you through the storm. We’re talking managed futures and trend following in particular, which tend to thrive in periods of turmoil. But how can you effectively prepare for a wide range of market environments […]
08
Sep
2022
Nobody is prepared for a 2nd leg down, with Ari Bergmann of Penso Advisors
It’s not every day you get to sit down with a Volatility veteran with over 30 years of experience…..Well, maybe it’s a bit more common here on the Derivative than elsewhere, but we’ve got a special treat with Ari Bergmann(@AriBergmann) joining Jeff on this week’s Derivative episode. Listen in as they dive into where to […]
01
Sep
2022
The Business of Staying Wealthy with Homer Smith of Konvergent Wealth
For those lucky few who’ve sold a business, inherited wealth, or otherwise find themselves in the enviable position of staying wealthy, not getting wealthy – the investment game can be more about playing defense than going on offense. But how do you go about that, who do you partner with to figure out complex tax […]
23
Aug
2022
There’s no Stupid Options questions, just Stupid Options Courses, SurgiFi attends Benn Eifert’s Class
Summer’s nearly over and class is definitely back in session for this episode, as we’re about to get schooled on options and trying to separate the scams from the science. This week we’re delivering the long-awaited episode with Dr. Benn Eifert(@bennpeifert), a Derivative appointed Jedi of Volatility from QVR Advisors, and Dr. David Rhoiney(@FiSurgi), who […]
11
Aug
2022
Using the Laws of Trading to find our edge with Agustin Lebron
We’re breaking the law…the laws of trading, that is! On this episode of the Derivative, we’re joined by Agustin Lebron (@AgustinLebron3), who started his career as an engineer and turned prop trader (you’d be surprised how common of a story and skill set that is) before writing his book The Laws of Trading: A Trader’s […]
04
Aug
2022
It’s not whether commodities keep going up, it’s whether they remain distinct and volatile with Tim Pickering of Auspice
This week we’re adding a different twist to our typical episode, and we’re diving into WHY Commodities can be accretive in your portfolio with Tim Pickering(@AuspiceTim). Tim is the Founder, President, and CIO of Auspice Capital Advisors and leads the strategic decision-making and the vision for Auspice’s diverse suite of award-winning rules-based quantitative investment strategies. […]
28
Jul
2022
YOLO is BS, and Investing as just one Dimension of Wealth with Brian Portnoy of Shaping Wealth
Will the real Portnoy please stand up? This week’s guest may not be rating pizzas worldwide in one bite, but he is an expert at simplifying the complex world of money — we’re sitting down with the one and only Brian Portnoy, Ph.D., CFA. Brian(@brianportnoy) is the founder of Shaping Wealth, a coaching and content […]
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 […]
14
Jul
2022
Covering Calls and Charting Curves with Jay Soloff of Investors Alley
You may know this week’s guest as a Kansas City Chief and sometime Royals fan on Twitter, but he has more than one connection to Kansas City. Jay Soloff (@jsoloff), an options volatility analyst, former CBOE market maker, pirate, and seller of uncapped forward variance swaps, joins us this week to discuss covering calls and […]
