How is the ETF sausage made? Who creates the filling? The casing? Who buys it at the store? What other meat is it replacing? We dig into all these tasty morsels and more with this episode’s guest – the ETF expert Dave Nadig, who has spent his career analyzing ETFs, their asset managers, and how […]
Category: Why Alternatives?
08
Sep
2021
Asset Class Scoreboard: August 2021
Welcome to the dog days of summer… unless you’re U.S. equity markets, which again posted a new all-time high. That’s seven months in a row of relatively straight-up action for equities. When will it end and How will it end? are the questions on everyone’s mind. Elsewhere, Commodities took a little hiatus, along with bonds […]
02
Sep
2021
Options to Trend Following, and Back Again with Scot Billington of Covenant Cap.
We jump back into some VIX and Volatility discussion with this week’s episode but also get to talk about trend following’s rise and fall (and rise again?) over the past decade. We’ve got Scot Billington, the co-founder and managing partner of Covenant Capital Mgmt., talking through his unique journey from futures broker to floor trader […]
01
Sep
2021
The Cockroach Fund, Congratulations, and Collaboration
While there are articles about 12-year-olds making millions minting NFTs these days – it’s good to know there may still be a place for good old-fashioned hard work. Enter Jason Buck and Taylor Pearson of Mutiny Funds (www.mutinyfund.com), who successfully launched their newest venture – the Cockroach Fund. Running an asset management firm is no […]
26
Aug
2021
Valuations….Are you F*&^ing Insane, with Howard Lindzon
Our guest this episode is surely not a stranger to our listeners, with his voice reaching far and wide via StockTwits, the Panic with Friends podcast, his ever-changing Twitter handle (currently Metaverse Lindzon) and his eponymous blog where he dishes on everything from stock picks to software to NFTs. Oh, and in his spare time, […]
20
Aug
2021
Charting a Chinese Commodities Course with Fred Schutzman of Abingdon Global
What do you do when trends stop appearing for the quarter of a billion dollars you manage? Where do you go to find markets like the ‘good old days’ for trend following? Our guest for this episode, Abingdon Global’s Fred Schutzman is in a unique position to answer those questions – and much more! Listen […]
05
Aug
2021
Behind the Buffered Notes Bonanza With Joe Halpern of Exceed Investments
Who hasn’t been pitched a buffered note at this point? Participate in the upside and get credited back the first 10% in losses. What could go wrong? There’s billions of dollars of these things out there, and they’re even creeping into the ETF and mutual fund space. How exactly do they work? Which options are […]
03
Aug
2021
Asset Class Scoreboard: July 2021
More of the same for the asset class scoreboard in July, as US real estate, US stocks, and Commodities all led the way – further cementing their double digit returns for the year (and adding quite a bit to the inflation narrative making the rounds. The biggest surprise, perhaps, was bonds putting in a strong […]
30
Jul
2021
“Maybe I’m the Retail Idiot” with Bill Brewster
Dive into this fun chat with the equally irreverent and intelligent Bill Brewster, the self-made value investor in the style of Warren Buffet who dishes on twitter @BillBrewsterSCG hosts the Business Brew podcast in his spare time. We go into Chicago vs Florida real estate and taxes, commercial banking, TastyTrade and options, just how big […]
22
Jul
2021
Teams of Options to Tackle the Tails with Jerry Haworth of 36 South
We’re excited to have one of the pioneers of options trading on this episode, Jerry Haworth – Founder and CIO of renowned option and tail risk firm 36 South. In this wide-ranging talk, we dive into Jerry’s roots in Zimbabwe, trading South African bonds, structuring derivatives, the point in his jazz career where talent and […]
