Semi-Annual Managed Futures Rankings : Our ranking of the best managed futures and commodity hedge funds ranks the top funds across 11 different categories, because no two investors are alike in what they are seeking out of an alternative investment. See the top manager from each category below and download the full whitepaper to […]
Category: Why Alternatives?
27
May
2021
SEMI-ANNUAL MANAGED FUTURES RANKINGS (May 2021)
Semi-Annual Managed Futures Rankings : Our ranking of the best managed futures and commodity hedge funds ranks the top funds across 11 different categories, because no two investors are alike in what they are seeking out of an alternative investment. See the top manager from each category below and download the full whitepaper to […]
26
May
2021
SEMI-ANNUAL MANAGED FUTURES RANKINGS (May’21)
Semi-Annual Managed Futures Rankings : Our ranking of the best managed futures and commodity hedge funds ranks the top funds across 11 different categories, because no two investors are alike in what they are seeking out of an alternative investment. See the top manager from each category below and download the full whitepaper to […]
14
May
2021
Allocating Assets and Attracting Allocators with Ted Seides
From actual capital allocator to branding his book and podcast “Capital Allocator,” Ted Seides has one of the biggest banks of knowledge in the capital allocation game. He’s a well-known author of two books, host of the podcast Capital Allocators, and in his “free time” invests his own money in some of the best and […]
07
May
2021
The NON-Wisdom of Crowds with Nigol Koulajian of Quest Partners
In through the nose – out through the mouth. In through the nose – out through the mouth. You’ve now joined a headspace where we think you’re prepped to focus in and become one with today’s guest. He’s a well known CTA, expert researcher, meditation and yoga practitioner, and Founder & CIO of $1.8 Billion […]
04
May
2021
The Jedi of Volatility Trading
Happy May the 4th everyone. (&TLDR, we mashed up Star Wars and VolTwit in an infographic, see here) Simply hold CTRL to zoom in & zoom out That’s Happy Star Wars Day to those not in the know. As in ‘May the 4th be with You!’ If you’ve been following along with the Derivative […]
30
Apr
2021
Turning the Tables: Trading Pits and Dip Spits with RCM’s Jeff Malec
Today’s guest is one you’ve heard many times before if you’ve listened to The Derivative, but may not necessarily know all that well. He’s and alts/managed futures veteran, having started his career in Chicago’s famed trading pits, founded a futures investment firm, and continued on to become a partner at RCM Alternatives. ,And, of course, […]
28
Apr
2021
Where are the Lumber Trend Followers?
But one well worn internet trope we haven’t seen tied to the rise in lumber prices is the inevitable blaming of CTAs, aka managed futures, aka trend followers for the move. That game usually starts out with JP Morgan’s Marko Kolanovic or one of the Nomura quants putting out some statistics on where he […]
22
Apr
2021
A Crude Oil Cornucopia: Covid, Crack, CSOs & Contango with Brent Belote of Cayler Capital
COVID affected a lot of ways that we interacted with the world – it changed how we worked, how we socialized, how we entertained ourselves….and if you’ve been tuned into the markets over the past year, it also changed our expectations on how in the world Oil prices could have ever gone NEGATIVE. Last year […]
21
Apr
2021
Lumber: A Demand Driven Rally….On Steroids
There’s an inflation narrative out there with a lot of people pointing to lumber – but is it that or mills ? Actual people who trade lumber: Prices are rising due to sawmill bottlenecks, tariffs, residual caution on the part of the industry limiting capacity, the surprise renovation boom Inflation bros on Twitter: CPI, Muh […]
