Why can’t vol managers tell good jokes? Bad timing? Buh dum tsss. All jokes aside, we’re excited to be back talking Volatility on The Derivative with the Professor, the DJ, the Han Solo of Vol trading, the one and only Benn (with two N’s) Eifert. Benn is Founder and CIO of QVR Advisors and joined […]
Category: Investing Insight
08
Feb
2021
The Bull and Bear Cases for Bitcoin with Meltem Demirors & Nic Carter on The Derivative
Bitcoin started the year with a bang, rising up above $41k before falling back into the 20ks, and settling in the mid 30ks lately. It was at $5k in March 2020! Yet it feels way different, and dare we say – less volatile – this time. How are we supposed to interact with bitcoin, how […]
29
Jan
2021
Wallstreet Bets Busts Wallstreet? WTF ^%$# on The Derivative
Get more information on the funds at Ambrus Group here and at Aegea Capital here or read the transcripts for this episode here. If you’ve been on the internet, watched TV, or talked to anyone outside of yourself in the past week and a half you can’t have missed it. GameStop stock ($GME) went […]
27
Jan
2021
What The Heck is r/wsb…and Why Does it Matter?
It’s amazing how fast it takes a meme to hit terminal velocity these days. Witness Bernie going from folding chair to most photoshopped human ever: But the real meme across FintTwit these days isn’t Bernie. It’s Bernie’s army (of investors) YOLO’ing very real money to drastic effect on the markets. Just like that, there’s a […]
15
Jan
2021
Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers on The Derivative
2020 was ruled by global macro events – are we looking at the same fate in 2021? Our guest today can talk not only global macro, but also volatility, bond yields, correlation, oil, metals and more. To ring in the new year we’re joined by Diego Parrilla, Managing Partner at Quadriga Asset Managers and Author […]
06
Jan
2021
Asset Class Scoreboard: December 2020
via GIPHY Whew – we made it through 2020. From the Red Wedding in March to somewhat unbelievable rallies across stock indices in the second half of the year, there was something for across 2020. Commodities notably ended the year pretty deep in the red, even with the major upswings in quarters 2, […]
31
Dec
2020
Butler and Buck Back to Bookend 2020 on The Derivative
We’ve already covered the first three months of 2020 with Part I of our 2020 review. We’re now heading into Part II with Jason Buck, CIO at Mutiny Fund and Adam Butler, CIO at ReSolve Asset Management discussing how the fall out of the first three months of 2020 dictated the ending 3/4 of the […]
30
Dec
2020
10 Most Popular Episodes of The Derivative
There’s something like 1.5 million podcasts available out in the universe – so we were slightly aware of the undertaking of starting our podcast in 2020. But per usual, black swan events (aka coronavirus) kickflipped our in-person interviews to video calls and zoom meetings. Alas, we prevailed, and created a product we’re pretty darn proud […]
23
Dec
2020
2020’s Best Strategies, Styles, and Stories with Adam Butler and Jason Buck on The Derivative
2020 has been a year for the books – be it the fastest every market sell-off or a just as amazing tech rally from the lows. Whether you’re looking at it from a social/emotional/fiscal lens, it probably didn’t pan out the way you imagined based on your New Year’s Resolution. And in today’s podcast, we’re […]
10
Dec
2020
Cover to Trend Legend Cover with Michael Covel on The Derivative
It’s hard to get too far into the words Trend Following without running into the name Michael Covel. If you’ve ever looked into the strategy type, his name is there. From speeches to his many books, the aptly named Trend Following Radio and his trend following twitter thread, Michael has been digging into the philosophy […]
