123 episodes

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.

The Derivative RCM Alternatives

    • Business
    • 5.0 • 2 Ratings

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.

    Using the Laws of Trading to find our edge with Agustin Lebron

    Using the Laws of Trading to find our edge with Agustin Lebron

    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 engineer and turned prop trader (you'd be surprised how common of a story and skill set that is) before writing his book The Laws of Trading: A Trader's Guide to Better Decision-Making for Everyone Today, Agustin is the co-founder and manager of Esselin Research, where he helps growing tech companies make better decisions using his trading knowledge.

    Jeff and Agustin dive into his laws of trading, the book, and also chat on topics like; recognizing and nabbing players in small tech companies, applying the laws in a prop firm investing in crypto scenario, how and why trend following seems to break the law around having an edge, and so much more! Plus, tune in if you want to get Agustin's take on FinTwit’s stop order debate —SEND IT!

    Chapters:

    00:00-01:19 = Intro

    01:20-12:33 = Why are engineers drawn to trading and markets?

    12:34-23:49 = What is Toxic flow? And what is the edge for all these big players

    23:50-37:12 = Recognizing & nabbing A players in small tech companies & Applying the Laws in Crypto

    37:13-46:56 = Crypto Prop firm scenario part II: Execution, cost, automation & adaptation

    46:57-50:58 = Is there any edge in Trend following?

    50:59-58:25 = Hottest take: Stop orders & Leveraged ETFs



    Follow along with Agustin on Twitter @AgustinLebron3 and for more information visit his website lawsoftrading.com and check out his book The Laws of Trading here.

    Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

    Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

    • 58 min
    It's not whether commodities keep going up, it's whether they remain distinct and volatile with Tim Pickering of Auspice

    It's not whether commodities keep going up, it's whether they remain distinct and volatile with Tim Pickering of Auspice

    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 Pickering (@AuspiceTim). Tim is the Founder, President, and CIO of Auspice Capital Advisors and leads the strategic decision-making and the vision for Auspice's diverse suite of award-winning rules-based quantitative investment strategies.

    In this week's episode, Tim illustrates why the current environment could be very bullish commodities long-term, active tactical strategies, and dives into Trend following, non-correlation, CTAs ability to act as a return-enhancer, inflation protection, and much more!

    Chapters:

    00:00-01:52 = Intro

    01:53-09:48 = Born from Canadian Commodity Country

    09:49-20:08= Shell Oil and Tactical Active Strategies

    20:09-29:19 = The Auspice Edge vs Buy and Hold Commodities

    29:20-40:28 = The other 25%, an Agnostic approach & the Adaptive Volatility process

    40:29-57:03 = Crisis Alpha Opportunities, Inflation hedges & Institutional products

    Follow along with Tim Pickering on Twitter @AuspiceTim and Auspice @AuspiceCapital. And for more information on Auspice check out their website and research!

    Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

    Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

    • 57 min
    YOLO is BS, and Investing as just one Dimension of Wealth with Brian Portnoy of Shaping Wealth

    YOLO is BS, and Investing as just one Dimension of Wealth with Brian Portnoy of Shaping Wealth

    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 complex world of money — we're sitting down with the one and only Brian Portnoy, Ph.D., CFA. Brian(@brianportnoy) is the founder of Shaping Wealth, a coaching and content platform inspiring financial well-being globally. He also has multiple bestselling books on the psychology of money, most notably The Geometry of Wealth (which has been published in 8 different languages.)

    For this interesting chat, Jeff and Brian dive into YOLOers needing to take some form of agency, where Crypto falls in the 7 dimensions of money life, behavioral conversations (rich vs. wealthy), Financial literacy, the happiness equation, investment expectations, and so much more! Plus, we get exclusive insight into how Brian is "Shaping Wealth" — SEND IT!

    Chapters:

    00:00-01:49 = Intro

    01:50-08:00 = The Real Portnoy

    08:01-20:06 = Taking some form of Agency & Does Crypto fall into the 7 Dimensions of money life?

    20:07-36:36 = Behavioral conversations, Rich vs Wealthy: the Geometry of Wealth & Achieving funded contentment

    36:37-46:59 = Youth financial literacy & Behavioral bias with institutional investors

    47:00-01:02:10 = The happiness equation, Investment expectations & Offense vs Defense investing

    01:02:11-01:08:43 = Behavioral framework



    Follow along with Brian on Twitter @brianportnoy and for more information on Shaping Wealth, please visit shapingwealth.com

    Check out Brian's book, The Geometry of Wealth

    Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

    Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

    • 1 hr 8 min
    Don’t Call it Private Equity, Seeking Value (and Tax Alpha) in Small Business with Adam Tkaczuk

    Don’t Call it Private Equity, Seeking Value (and Tax Alpha) in Small Business with Adam Tkaczuk

    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 niche businesses is on the menu with Adam Tkaczuk(@Adam_Tkaczuk). Adam is a tax consultant, project CFO, and private equity investor. He raises debt, equity, and government subsidies for projects and helps business owners reduce the tax liability on the sale of their business.

    In this episode, Adam and Jeff get into "The Greatest Show on Earth" and discuss investing in distressed companies, just what deep value means, food processing and Philly cheesesteaks (we'll take a Whiz with onions, please), private vs. public equity (is the juice worth the squeeze), the true heroes of finance, tax strategies for business owners and so much more! Plus, we're playing two truths and a lie with Adam where he throws in a coffee roasting twist — SEND IT!



    Chapters:

    00:00-01:47 = Intro

    01:48-03:45 = Choose your Fighter: Calgary Stampede or Tour De France

    03:46-20:49 = Flipping distressed companies, Food processing & Philly Cheesesteaks

    20:50-37:48 = Private vs. Public Equity, site selection, subsidy programs & is the juice worth the squeeze?

    37:49-45:59 = Family-owned small businesses are the heroes, why not just be a plumber?

    46:00-59:37 = Tax strategies for business owners, selling a business & breakdown of an opportunity zone

    59:38-01:07:42 = Two Truth's & a lie? A Coffee roast profile

    ---

    From the episode:

    Check out Adam's newest white paper 8 Ways to Minimize Taxes When Selling a Business

    Follow along with Adam on Twitter @Adam_Tkaczuk and for more information visit ventouxholdings.com

    Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

    Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

    • 1 hr 7 min
    Covering Calls and Charting Curves with Jay Soloff of Investors Alley

    Covering Calls and Charting Curves with Jay Soloff of Investors Alley

    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 Soloff (@jsoloff), an options volatility analyst, former CBOE market maker, pirate, and seller of uncapped forward variance swaps, joins us this week to discuss covering calls and charting curves.

    Jay brings an exciting twist to this episode and talks about options education and where to find the premium, is the VIX broken (did we create a monster? + curve doodles), retail vs. investing (an exclusive look into what retail investors are getting wrong), and more. Plus, Jay gets put into the hot seat, where he provides his take on how The Fed is doing — SEND IT!



    Chapters:

    0:00-01:09 = Intro

    01:10-06:18 = Chiefs? Royals? What it takes to be a KC sports fan

    06:19-20:02 = Option trading at KC Board of trade, being a market maker & Pit language

    20:03-36:48 = Is the VIX broken? The VIX: Did we create a monster? VIX curve doodles

    36:49-50:14 = Options education - Find the premium!

    50:15-59:24 = Retail vs Investing w/ pros & what are retail investors getting wrong?

    59:25-01:05:57 = Hottest Take: The Fed's doing pretty good



    Follow along with Jay on Twitter @jsoloff and for more information check out investorsalley.com

    Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

    Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

    • 1 hr 5 min
    Cotton the Canary, Why it’s a leading indicator, and how it’s traded with Ron Lawson

    Cotton the Canary, Why it’s a leading indicator, and how it’s traded with Ron Lawson

    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 one of the first to crack…falling from 1.58/lb to 0.95/lb in just a few short days. We're digging into this sharp drop and just why and how Cotton is involved in seemingly everything with RCM's very own cotton king, LOGIC Advisors Ron Lawson.

    In this episode, Ron is giving us the low down on how and why he believes it’s not Dr. Copper which acts as the global economic barometer, but how Cotton is the real Canary and leading indicator on global demand. In between those talks, we’re covering all things Cotton including crop insurance, irrigated vs dry land, the scam that was Pima and Egyptian Cotton, the process of cotton – which countries have it, which want it, ginning it, spinning it, dyeing it, global commodity merchant co’s pushing it around, and even micro-plastics, climate change, and how Cotton always flows to the cheapest labor source. Finally,  we're walking in some high Cotton putting Ron in the hot seat. Will we ever get the growth back? Tune in to get these critical hot takes — SEND IT!



    Chapters:

    00:00-02:00 = Intro

    02:01-07:10 = Welcome to Ernie's Tin Bar

    07:11-26:16 = Cotton market Selloff, the lack of demand, and Crop Insurance Payouts

    26:17-42:20 = Who has the cotton? Where is it going? The Touch, the Feel, the Process of Cotton

    42:21-55:34 = Merchants, Ginners, and Spinners: The players in the cotton game

    55:35-01:11:45 = Pima & Egyptian Cotton, Technologies & Standards

    01:11:46-01:16:38 = UC Davis - Is all Wine starting to taste the same?

    01:16:39-01:24:32 = Hottest Take: We'll get the Growth Back



    Check out and sign up for LOGIC newsletters here and for more information visit their website at logicadvisors.com

    Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

    Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

    • 1 hr 24 min

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