Timmberrrrr…welcome to the world of lumber! We’re laying the lumber in this episode talking through an exciting world some know as timber; others as fiber or wood, and the futures world as Lumber. Whatever you call it, it is impacting today’s market with its wild swings, and in this episode, we’re getting down to the […]
Category: Podcasts
27
Jan
2022
Protecting the Portfolio not with Long Vol, but with Long Gamma, with Convexitas
When in Rome do as the Romans do?…Did they have convexity? They had the word, convexitas, and in this episode, we are joined by not one, but TWO brainiacs in the option and vol space, Devin Anderson and Zed Francis from Convexitas. Devin and Zed making noise in the derivative world by launching the first […]
20
Jan
2022
Talking Tech, VC, eSports, Uranium, Bitcoin & more with Dr. Chris Dark
Now we’re cooking! We’re turning up the heat and bringing an abundance of flavor in this episode with a special guest who discusses venture capital, working capital, adds in a dash of e-sports and computer games, and sprinkles in being a rocket scientist. Dr. Chris Dark does it all, retiring at the age of 39, […]
13
Jan
2022
Emissions Trading and Carbon Allowance Futures with Michael Azlen
We’re taking a trip across the pond to London in this episode and diving into the carbon markets and emissions trading with Michael Azlen, CEO and founder of Carbon Cap Fund and Management. Whether you care about making money off trending carbon emission prices, or saving the planet, or both… Mike has become a leading […]
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 […]
20
Nov
2021
The Bitcoin ETF parade and Grayscale Trust, with Jason Urban of Galaxy Digital
Join us in this, our last episode of the year, where we’re talking Crypto and Bitcoin ETFs with Jason Urban, Global Co-Head of Trading at Galaxy Digital – which is perhaps better known as the folks behind the world’s largest Bitcoin Fund, the Grayscale Bitcoin Trust and its ownership of 650k+ bitcoin! Today we step […]
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 […]
14
Oct
2021
Weigh More than You Wanted to Know About Meat, with AgriTrend’s Simon Quilty
In this week’s pod, we’re doing something new and digging into the derivative market’s Ag roots in our first “Way more than you need to Know” series, starting with the Global Meat Markets. Joining us today discussing all things Meat in the world is Simon Quilty, from Melbourne, Australia, and also RCM’s very own Jeff […]
12
Oct
2021
ESG causing Europe’s Energy Issues?
If you haven’t noticed what’s happening in the energy markets of late- oil and natural gas are on a bit of a tear this year, especially over in Europe, where they’ve been a bit more aggressive politically in their embrace and enforcement of ESG protocols and mandates. Even good old-fashioned West Texas Crude Oil isn’t […]
