Welcome to The Derivative by RCM Alternatives, where we dive into what makes alternative investments go, analyze the strategies of unique hedge fund managers, and chat with interesting guests from across the investment world. Hosted by RCM Managing Partner, Jeff Malec, join us to take a ride through the world of alternative investments.
187 episodes transcribedIn 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...
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 Der...
For those lucky few who’ve sold a business, inherited wealth, or otherwise find themselves in the enviable position of staying wealthy, not getting we...
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 sc...
We’re breaking the law...the laws of trading, that is! On this episode of the Derivative, we're joined by Agustin Lebron, who started his career as an...
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 Pic...
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 comple...
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 nich...
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 Solo...
Are the Fed’s hikes starting to dampen inflation? Oil, grains, and metals have all fallen from their highs. But the rarely spoken of Cotton market was...
What should we make of the recent crypto crash? A sign this is all a scam? Or just another dip in the cycle? Gather round; you're in for an inte...
This week's guest may be new to Twitter (@nancy__davis), but she's certainly not new to the wide world of volatility in all its wonderous “fruit” form...
In this week's episode, Jeff talks with StoneX's Global Macro Strategist, Vincent Deluard @VincentDeluard, who authors weekly research reports on glob...
We're taking flight and zooming over to the big bend for a cheerio chat with Charlie McGarraugh, an ex-midwesterner turned londonite. Charlie is the C...
Viva Las EQ Derivatives... This week Jeff journeys back to the Windy City from Sin City, where he is joined by a special guest, Mutiny's very own Jaso...
You're driving down the winding roads of Napa Valley, visiting the countless wineries, taking in the beautiful scenery, and enjoying the various pairi...
We're back for part two with Noel Smith – where we dig into the types of options and volatility strategies, he employs for his Convex AM hedge fund. &...
We’re talking with the purveyors of one of the best performing mutual funds thus far in 2022, the dynamically shifting asset allocator, RDMIX (past pe...
This week, we're painting the picture of what life on Chicago's option trading floors was like at the CBOE...but there's a catch — we put it all on th...
This week, we're adding another stamp to our Derivative passport and traveling to Zurich, Switzerland, as we talk to the Head of Systematic Solutions...
