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In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University's $2.2 billion endowment, to explore the unique challenges and strategies of institutional portfolio management. The discussion covers Baylor's innovative approach to portfolio construction, including their successful deployment of volatility strategies during the 2020 market crash, their current cautious stance on equity exposure, and their philosophy on private investments. Morehead explains why they're shifting away from cyclical assets in private markets and focusing on secular growth trends in healthcare, technology, and consumer sectors.Particularly timely is their analysis of recent market volatility, bond market dynamics, and the broader implications of trade policies on institutional investment strategies. The conversation provides a rare glimpse into how a major university endowment navigates market uncertainty while maintaining its core mission of supporting education and student scholarships.Whether you're an institutional investor, family office manager, or investment professional, this episode offers valuable perspectives on long-term portfolio management and the evolving landscape of institutional investing. Learn how one of the industry's thoughtful practitioners approaches risk and return in today's complex markets.You want to learn how institutional portfolios really work? You want to understand how endowments think about risk? You want to hear from someone who's traded it all and now manages billions? SEND IT!Chapters:00:00-00:55 = Intro00:56-09:33 = Hedge Fund Executive Transitions to Higher Education: Exploring Dave Morehead's Career Pivot09:34-26:18 = Baylor University's Strategic Endowment Investment Philosophy Revealed26:19-36:20 = Beyond the S&P 500: Discovering Unique Investment Opportunities in Helium and Niche Markets36:21-46:30 = Hedging Strategies and Volatility Management: Navigating Market Uncertainty with Strategic Risk Mitigation46:29-53:51 = Trust Issues and Geopolitical Challenges: Overcoming Uncertainty in Modern Investing53:52-01:00:32 = The Long-Term Perspective: Endowment Investing Beyond Quarterly Returns01:00:33-01:09:39 = An 80s Rock Music Nostalgia Trip: Revisiting the Iconic Sounds of the DecadeFollow along with Dave on LinkedIn and X and also be sure to check out Baylor's endowment for more information!Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-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, visitwww.rcmalternatives.com/disclaimer
In this emergency pod edition, Jeff Malec is joined by Vineer Bhansali, Founder and CIO at LongTail Alpha, LLC, to break down the market's wild rollercoaster ride that demanded immediate attention. When markets hit new lows only to rocket back with a stunning 10% rally, we knew it was time for another "WTF episode" – our signature emergency broadcasts reserved for the financial world's most shocking moments.Together, Jeff and Vineer dissect the tariff chaos sending shockwaves through global markets, with Vineer providing insights on the critical liquidity crisis unfolding across stocks, bonds (especially long-term), and their derivatives. This episode delivers the expert analysis and perspective you need when markets go haywire – just like when we talked crude oil's negative plunge and the GameStop rebellion that took down a hedge fund in years past. No scripted talking points, no scheduled interviews – just raw, unfiltered market commentary when you need it most. The world's financial markets just had a moment... and so did we. SEND IT!Chapters:00:00-00:49 = Intro00:50-11:08 = Market Volatility and Liquidity: The New Trading Ecosystem11:09-18:02 = Hedging Strategies in Uncertain Markets: 0DTE Options, straddles and strangles, and Tail Risk18:03-30:56 = Global Asset Shifts: Bond duration, Basis Trades, Gold, and the Erosion of American Financial Exceptionalism30:57-43:41 = Tail Hedging Economics: Getting out of the money43:42-54:32 = Market Resilience and picking up steam: Is there hope for Trend Following?From the episode:Relationship Between Trend-Following and Options (whitepaper) Previous episode with Vineer:Taming the Tails with LongTail Alpha's Vineer Bhansali Follow along with Vineer on LinkedIn and @longtailalpha on X.com and be sure to check out LongTail Alpha's website for more information!Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-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, visitwww.rcmalternatives.com/disclaimer
Paul S. Edwards is a lawyer, a family man with two children, and has just published his first sci-fi novel, 'The Triton Run'. He found time to write it... anywhere. If he was early at a football game, he'd get words down. If he was at a gig with a few minutes to spare, he'd write. On the sofa with his family watching TV, he will get down it it. His new novel is 'The Triton Run', the start of a new sci-fi series which spans planets and, Paul hopes, does something a bit different in the genre. We discuss how it's important to be inspired by what's come before, but not derivative of it... and there's a fine line in sci-fi. You can hear why he's trying to brand and market not just the novel, but also himself. He's made a short-life website to help with that - paulsedwards.comWe discuss how he changes writing his second novel which his publisher was quite keen for, after taking a while on the debut, what he knows needs to be in sci-fi, and how he found his publishers, Northodox Press.Subscribe to the Substack and let me know what you like to hear in the podcast - writersroutine.substack.comSupport the show at patreon.com/writersroutine@writerspodwritersroutine.com Hosted on Acast. See acast.com/privacy for more information.
Dive into the fascinating world of trend following with Jeff Malec and one of the GOATs: Harold de Boer, a pioneering systematic trader who transformed his life path from a Dutch dairy farm into the sophisticated global investment firm Transtrend. In this episode, Harold shares insights into the evolution of trend following, discussing how understanding market trends is similar to understanding herd behavior, navigating complex market correlations, and maintaining resilience during challenging periods. Learn about the nuanced approach to trading across hundreds of markets, the importance of diversification, and why trend following remains a dynamic and adaptive investment strategy. With humor, historical perspective, and deep expertise, Harold reveals the art and science behind successful systematic trading. - Don't miss a particular riveting segment at the end of this discussion on US cinema at its best - SEND IT!Chapters:00:00-00:50 = Intro00:51-03:23= Lessons from the Pasture03:24-15:09= Rotterdam and the Netherlands: A Brief Introduction15:10-37:13= Market Diversification and the Evolution of Trend Following37:14-49:00=Navigating Market Complexity: Filters, Risks, and Trend Following Innovation49:01-01:03:59= Resilience and Adaptation: Surviving Trend Following Drawdowns01:04:00-01:10:59= Cinematic Insights: A Coen brother's tributeFrom the episode:The Coffee Trader (Book)Fat tails and tall heads blog post: https://www.rcmalternatives.com/2013/02/fat-tails-and-tall-heads/Advanced Hedge Fund Replication with the Top Down – riding diverse ETF modeling flows with DBi's Andrew BeerTrading Movies blog postFollow along with Harold and Transtrend on LinkedIn and be sure to check out their website for more information at transtrend.com/enDon't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-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, visitwww.rcmalternatives.com/disclaimer
First the Bitcoin ETF, then the Ethereum ETF, then the Solana ETF… but now a basket of memes ETF? As the new economy ebbs and flows in advance of ‘Liberation Day', maybe a derivative product of Pudgy Penguins is just what we need to offset a global economic crisis? Meanwhile all-Crytpo bars are a fixture in Washington replacing stallwort bbq enclaves. And don't sleep on Sammy Altman as OpenAI World Coin seeks VISA deal!
As part of a series of three talks together, James d'Apice recently joined eminent senior junior barrister Jonathon Dooley of Greenway Chambers to discuss the law of Corporate Oppression.This is Jonathon's and James' first talk about the big ticket items when advising your shareholder clients whether they want to *stay* or whether they want to *go*.The three talks they gave on this topic were:1. Corporate oppression (this talk!)2. Derivative actions (to be released in future)3. Just and equitable winding up (to be released in future)Hope this one brings you some value. As you may be able to tell, James and Jonathon had good fun presenting!___Jonathon's profile can be found here: https://www.greenway.com.au/jonathon-dooley/BenchmarkTV's website is here for all of your CLE needs: https://benchtv.com.au/And of course, James' firm Gravamen has its website is here: www.gravamen.com.au
In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today's ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes. You'll learn:What to watch out for in private market ETFs like PRIV and XOVRThe performance gap between growth and value ETFs—and what to do about itWhy simplicity beats complexity in volatile marketsHow the “cockroach portfolio” can deliver long-term resilienceThe importance of resisting shiny object syndrome with new ETF launchesChapters & Timestamps: 00:00 – Risk in Private Credit ETFs: A Sanity Check 01:45 – Tony Dong's Background: From Risk Manager to ETF Expert 03:50 – Market Outlook: Why Allocators Are Skittish in 2024 05:00 – Growth vs. Value ETFs: Are Investors Missing the Point? 08:00 – The Better Way to Access Factor Investing 10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR) 14:30 – Authority Bias and Fund Due Diligence 16:45 – Best New ETF Launches: Canada vs. US 18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required 20:15 – Liquid Alternatives and Bridgewater's All Weather ETF 22:25 – Return Stacking and Trend Following Strategies 23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs 25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients 27:00 – Why You Need an Investment Policy Statement 29:00 – Building the Cockroach Portfolio: Resilience First 32:00 – The Psychology of Staying Invested 34:00 – Where to Find Tony Dong and His Research Featured Guest: Tony Dong – Founder, ETF Portfolio Blueprint Lead ETF Analyst, ETF Central Website: https://etfportfolioblueprint.com LinkedIn: Tony Dong on LinkedIn
This episode of the podcast piles on the knowledge about "return stacking" - the investment approach that lets you layer alternative assets and strategies on top of your traditional portfolio, like a perfect investment sandwich. Jeff Malec has stacked the deck with FOUR financial heavyweights - Mike Philbrick, Rodrigo Gordillo, Adam Butler, and Corey Hoffstein - each showcasing a "return stacking" ETF. We've brought together this team of experts to give you the blueprint for this innovative investment method.So, what's the deal with return stacking? Think of it as the ultimate portfolio hack—layering alternative asset classes and strategies on top of your traditional stock and bond holdings. No need to shuffle things around or ditch your core positions—just stack those extra return streams like the ultimate investing sandwich.We'll dig into the risk/return profiles and how these stacked strategies can take your portfolio to new heights. But wait, there's more! To keep things light, we're making our guests put their friendships on the line in a spirited round of "Choose Your Fighter"—because who doesn't love a little friendly fire?Stack up, tune in, and SEND IT! Chapters:00:00–01:11 = Intro01:12- 20:00 = Return Stacking: Upgrading Portfolios Without Disrupting Core Holdings20:01- 41:47 = Stacking Stocks and Managed Futures for Diversification41:48- 01:03:10 = Capturing Futures Yield Through Return Stacking01:03:11- 01:31:00 = Stacking Bonds and Merger Arbitrage for Enhanced ReturnsAll things Return Stacking: Stacks on StacksReturn Stacking: From Theory to Practice - A 2024 Perspective - Blog postResearching the Risks of return stacking with Corey Hoffstein & Rodrigo Gordillo – The Derivative episode - PodcastWhat is Return Stacking? - Blog postDon't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-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, visitwww.rcmalternatives.com/disclaimer
In this episode, Jeff Malec sits down with Rick Silva, the co-founder of Metaurus Advisors, a boutique asset manager. Rick walks us through Metaurus Advisors' innovative approach to understanding and trading the equity risk premium using dividend futures markets.Rick Silva provides insights into the firm's background in derivative markets and their goal of bringing fixed income securitization techniques to the equity space. He explains the concept of parallel tranche securitization applied to the S&P 500 using dividend futures, which offers visibility into how the market prices equity cash flows and the equity risk premium.Rick and Jeff discuss the strategies Metaurus has developed to harvest risk premiums in the front-end of the dividend curve across different markets, as well as the introduction of new futures contracts based on sequential tranche securitization of a 100-stock index. The episode also addresses the challenges and opportunities in the dividend futures market, including differences across regions, and for a little fun, we fall down a political rabbit hole - SEND IT!Chapters:00:00-01:02=Intro01:03-09:57= Bringing Fixed Income Securitization Techniques to the Equity Markets09:58-21:53= Harvesting Equity Risk Premiums through Dividend Futures Strategies21:54-35:36=Introducing Sequential Tranche Securitization in Equity Futures Contracts35:37-44:06=Dividend Futures Markets Across Regions and Regulatory Challenges44:07-54:07=Implied growth rate & data analysis54:08-59:22=Rabbit Holes: Political Impacts Metaurus Advisors Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-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, visitwww.rcmalternatives.com/disclaimer
Is Your Faith Yours, or Is Your Faith a Faith Derivative of the Faith of Others? MESSAGE SUMMARY: We first believed because of what our parents taught us; but then we heard for ourselves, and we believed. You and cannot live on another's faith in Jesus – With regards to faith, “God has no grandchildren”, only His Children; therefore, your Salvation comes only from your faith and not the faith of others. Each of us must hear for ourselves and come to the Lord in our own faith. As Paul tells us in Romans 10:16-17: “But they have not all obeyed the gospel. For Isaiah says, ‘Lord, who has believed what he has heard from us?'. So faith comes from hearing, and hearing through the word of Christ." You and I each will stand before the Lord alone in judgment -- we will speak for ourselves with only Jesus to speak for us. Others to whom we minister, such as our children, can her about the Lord and the Gospel from us – for the first time or in reinforcement – but they must hear for themselves and believe for themselves to be saved. TODAY'S PRAYER: Lord, Sabbath rest is truly an unbelievable gift! Thank you that there is nothing I can do to earn your love; it comes without any strings attached. As I close my eyes for these few minutes before you, all I can say is, thank you! In Jesus' name, amen. Scazzero, Peter. Emotionally Healthy Spirituality Day by Day (p. 133). Zondervan. Kindle Edition. TODAY'S AFFIRMATION: Today, I affirm that because of what God has done for me in His Son, Jesus, I AM RIGHTEOUS IN GOD'S EYES. God made Him who had no sin to be sin for us, so that in Him we might become the righteousness of God. 2 Corinthians 5:21 SCRIPTURE REFERENCE (ESV): 2 Timothy 1:5; 2 Thessalonians 2:13-14; Matthew 7:24-27; Psalms 53:1-6. A WORD FROM THE LORD WEBSITE: www.AWFTL.org. THIS SUNDAY'S AUDIO SERMON: You can listen to Archbishop Beach's Current Sunday Sermon: “Essentials Part1 – People of the Book” at our Website: https://awordfromthelord.org/listen/ DONATE TO AWFTL: https://mygiving.secure.force.com/GXDonateNow?id=a0Ui000000DglsqEAB
In this episode, Jeff Malec sits down with Scott Phillips, the CIO of Lavaca Capital, to discuss the firm's journey in the world of options trading. Scott shares his personal background, from his start as an auditor of energy derivatives at KPMG to founding Lavaca Capital and navigating the complexities of options strategies. The conversation covers Lavaca Capital's evolution, from their initial focus on simple option structures to the expansion into more complex portfolios and the eventual return to simpler expressions. Scott provides insights into the challenges of managing option books, the importance of discretionary overrides, and the impact of the growing options ETF space.Scott and Jeff explore the misconceptions and pitfalls in the options market, the need for better education and simplification of concepts, and the potential for future market disruptions. They also discuss the firm's customized solutions for clients, the current market environment, and the lessons learned from historical market events.00:00-01:01=Intro01:02-08:40= Auditor to Trader, A Rare Bird, & Misconceptions of Options08:41-20:31= Complexity, Hedging, and Customized Option Strategies20:32-30:36=Current Strategies, Market Environment, and Systematic vs. Discretionary 30:37-35:42=Lessons from Historical Market Events and Looking Ahead35:43-43:13=Managing Options in Volatile Markets43:14-49:07=Back in Time, Texas, and the Options Capital of the WorldFrom the Episode:The VIX Index and Muted Volatility in 2022RCM: The Dummies Guide to Option GreeksFollow along with Scott and Lavaca Capital on LinkedIn and check out their website for more information at lavacacapital.comDon't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-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, visitwww.rcmalternatives.com/disclaimer
This is the Sapphire Purgatory, a recursive loop where strength is not a choice but a social mandate, and femininity is weaponized against the very women expected to embody it.
LONDON (ICIS)--Halfway through Q1 - and it is no surprise that there are still a host of challenges facing the phenol, acetone and derivatives chain. These include high energy costs, ongoing poor demand and the uncertainty around future trade flows given fresh Asia capacity and any tariffs – and reciprocal tariffs - from the new Trump administration.Europe ICIS editors Jane Gibson (acetone and phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (aromatics and derivatives) discuss current market conditions, in particular demand challenges, in view of residual macro and geopolitical headwinds, so far in 2025. European PC under a lot of pressure by low demand and Asian imports as all suppliers try to get a piece of the small cake Epoxy, BPA demand subdued, but EU ADDs for epoxy to bring some opportunities Low demand thwarts phenol market, with acetone yet to offer any real margin support Europe MMA facing growing pressures from rising production costs and stubbornly weak demand Podcast editing by Mathew Jolin-Beech
Get 14 days and your first challenge FREE in Wits & Weights Physique University (WWPU) plus a custom nutrition plan, monthly challenges, workouts, and coaching through the community. Tap on this special link for an exclusive 40% off rate for podcast listeners
Matter of Baeza-Galindo, 29 I&N Dec. 1 (BIA 2025)single scheme of criminal conduct; two or more CIMTs; temporal limitation; INA § 237(a)(2)(A)(ii); criminal intent Turner v. U.S. Att'y Gen., No. 22-11207 (11th Cir. Jan. 30, 2025)former INA 321(a)(3); derivative naturalization; present-perfect tense; legal separation; Loper Bright; Skidmore deferenceSponsors and friends of the podcast!Kurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years.Cerenade"Leader in providing smart, secure, and intuitive cloud-based solutions"Click me!Immigration Lawyer's Toolboxhttps://immigrationlawyerstoolbox.com/immigration-reviewWant to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATIONEmail: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerAll praise to the pod's wonderful editors!Luana Lima SerraDISCLAIMER & CREDITSSee Eps. 1-200Support the show
In this episode, we dive deep into the current state of AI… getting to its transformative impact on the alternative investments landscape. Our guest, Mohammad Rasouli, is a renowned researcher at Stanford University and the founder and CEO of AIx2, a leading AI solutions provider for private equity, venture capital, and hedge funds. Mohammad shares his extensive expertise on how AI is revolutionizing the way alternative investment firms operate, from streamlining due diligence and deal sourcing to enhancing portfolio monitoring and reporting. We delve into the key challenges and best practices in AI adoption, as well as the potential implications for the future of finance jobs and the broader economy. Whether you're a seasoned alternative investment professional or simply curious about the intersection of AI and finance, this episode packs an artificial punch. So get use to “sit back and relax” because the rapidly evolving landscape of intelligent investing will be doing more than ever - SEND IT! Chapters: 00:00-01:14=Intro 01:15-11:31 = AI: Helping to reduce market friction & the shelf life of a constant changing landscape 11:32-23:46 = Predictive vs. Generative AI / Transforming finance 23:47-31:58 = Fear for the ultimate AI, AGI, & overcoming challenges 31:59-46:00 = Job conqueror or tool: Understanding the fundamentals of AI and adopting them 46:01-50:10 = Regulations & Competition - what could go wrong? 50:11-59:28 = Computes and data are the drivers of AI Follow along with Mohammad on LinkedIn and visit AIx2.ai for more information! Don't forget to subscribe to The Derivative, 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
In this Evolutionary.org Underground Podcast for iTunes episode your hosts Stevesmi and Da Mobster from the UK Iron Den discuss - Which DHT derivative steroids should I add to cycles? by Geneza Pharma • Why you'd want to add a DHT derivative steroid to a cycle • The benefits and side effects of using DHT's • We discuss all the commonly used DHT derivative steroids: Anavar, Anadrol, Masteron (E and Prop), Primobolan, Winstrol, Proviron, Turinabol • We give examples of dosages and cycle length using Dhts from the Geneza Pharma product list • Why using great sources like Geneza Pharma will help you Link to articles: https://www.evolutionary.org/primobolan Link to Evo threads discussing adding DHT derivatives etc: 1. https://www.evolutionary.org/forums/threads/my-bloodwork.102212/ (for beard growth) 2. https://www.evolutionary.org/forums/threads/dht-hairloss-prevention.102447/ (hair loss prevention) 3. https://www.evolutionary.org/forums/threads/anavar-winstrol-or-masteron-for-hardening-effects.102570/post-1666089 (wanted to mix three – for hardening) 4. https://www.evolutionary.org/forums/threads/winstrol-primo-anyone-try-it.102779/post-1674621 (wanted to mix 2) 5. https://www.evolutionary.org/forums/threads/my-nandrotest-testosterone-deca-cycle-log.100044/post-1659481 For 1-on-1 coaching/consultation/source help start conversation by contacting Stevesmi at: https://www.elitefitness.com/forum/members/stevesmi.219851/ or https://www.evolutionary.org/forums/members/stevesmi.85/ Where to get blood tests: https://www.evolutionary.org/forums/source-talk/bloodwork-private-md-5695.html Please note we're not doctors and the opinions are ours. It's our view and is based on our experience and views on the topic. Our Podcasts are for informational purposes and entertainment only. The Freedom of speech and 1st amendment applies.
Criminal Procedure and Constitutional Rights This document reviews the key themes and critical facts from the provided lecture excerpt, “Lecture 4 Constitutional Law: Criminal Procedure and Constitutional Rights.” The document focuses on the Fourth, Fifth, and Sixth Amendments to the U.S. Constitution and their impact on criminal procedure. I. Overview The Fourth, Fifth, and Sixth Amendments form the cornerstone of criminal procedure in the U.S. Fourth Amendment: Protects against unreasonable searches and seizures, emphasizing the warrant requirement and exceptions. Fifth Amendment: Safeguards against self-incrimination, establishing Miranda rights and the Double Jeopardy Clause. Sixth Amendment: Guarantees crucial trial rights, including the right to counsel, speedy and public trial, confrontation, and compulsory process. II. Fourth Amendment: Search and Seizure 1. What is a Search? The Supreme Court's interpretation of a "search" evolved from physical trespass to a focus on privacy. A search occurs when: The government intrudes on an individual's reasonable expectation of privacy (Katz v. United States). The government physically trespasses on property to obtain information. 2. What is a Seizure? Property: Occurs when the government significantly interferes with an individual's possession. Person: Occurs when a reasonable person would feel unable to leave an encounter with law enforcement (e.g., arrests, stops). 3. Reasonableness and the Warrant Requirement Warrantless searches and seizures are presumptively unreasonable. A valid warrant requires: Probable cause Issuance by a neutral magistrate Particular description of the place and items/persons to be searched/seized. III. Exceptions to the Warrant Requirement Several exceptions permit warrantless searches and seizures: Exigent Circumstances: Imminent destruction of evidence, hot pursuit, public safety threats. Search Incident to Lawful Arrest: Search of arrestee and immediate area (limited for vehicles by Arizona v. Gant). Automobile Exception: Probable cause to believe a vehicle contains contraband/evidence. Plain View Doctrine: Seizure of evidence/contraband in plain view if incriminating nature is immediately apparent. Consent: Voluntary consent by a person with authority. Stop and Frisk (Terry Stops): Reasonable suspicion of criminal activity (less than probable cause), and a limited pat-down for weapons if the officer reasonably believes the person is armed and dangerous. Special Needs and Administrative Searches: Administrative inspections, border searches, drug testing, checkpoints. Inventory Searches: Routine cataloging of items in lawfully impounded vehicles/property. Community Caretaking Functions: Warrantless entries/searches for community welfare reasons. IV. Exclusionary Rule and Fruit of the Poisonous Tree Doctrine Evidence obtained in violation of the Fourth Amendment can be excluded. Derivative evidence ("fruit of the poisonous tree") can also be excluded. Exceptions: Good Faith Exception: Reliance on a facially valid, later invalidated warrant. Clerical Errors: Innocent clerical errors by court employees. V. Fifth Amendment: Self-Incrimination and Miranda Rights 1. Miranda Warnings: Required for suspects in custodial interrogation. Suspects must be informed of: Right to remain silent. Anything said can be used against them in court. Right to an attorney. Right to a court-appointed attorney if they cannot afford one. 2. Invoking and Waiving Miranda Rights: Invocation must be clear and unambiguous. Waiver must be knowing, intelligent, and voluntary. 3. Public Safety Exception (New York v. Quarles): Allows questions before Miranda warnings if there is an immediate public safety concern. VI. Sixth Amendment: Right to Counsel and Other Trial Rights 1. Right to Counsel: Attaches at the initiation of formal adversarial proceedings and is offense-specific. 2. Critical Stages of Prosecution: Applies to: Post-indictment lineups and show-ups Preliminary hearings --- Support this podcast: https://podcasters.spotify.com/pod/show/law-school/support
In this episode, Paul Galloway explains derivative contracts and swap agreements — what they are, how they function, and their role in financial markets. Listen in to learn about common types of swaps, how they help manage financial risk, and the potential downsides of using these instruments.
Antonio Juliano is a software engineer and Founder/CEO of the world's leading decentralized exchange for cryptocurrencies, dYdX. After obtaining a computer science degree at Princeton University in 2015, Antonio started working at Coinbase as a software engineer, where he learned about cryptocurrency and the world of blockchain.In this conversation, we discuss:- Antonio's return as CEO of dYdX and his vision for the company's future- dYdX Unlimited- Instant market listings and enhanced liquidity- Derivative market instant listings for the first time ever- DEXs vs CEXs- The future of crypto- Unique novel products are a huge needle mover for defi- Soaring markets and the impact of a new administration- What's to come from prediction markets post-election- Growing institutional interest in crypto and DeFi- Crypto industry heading into 2025 and beyond- Bull markets are characterized by the main product or characterdYdXWebsite: www.dydx.foundationX: @dydxfoundationDiscord: discord.gg/dydxAntonio JulianoX: @AntonioMJulianoLinkedIn: Antonio Juliano --------------------------------------------------------------------------------- This episode is brought to you by PrimeXBT. PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50
To close out the 2024 season of the Derivative podcast, host Jeff Malec sits down with two friends of the pod, and friends of his - Jason Buck and Zed Francis - for a wide-ranging discussion on the state of the markets, the unpredictability of macro events, and the importance of understanding underlying structures and dynamics. The conversation begins with an exploration of the unexpected market reactions following the first Trump election (in ‘16), highlighting the challenges of the past, and ends with making sort of, semi- predictions for the year ahead in 2025. The guests delve into the concept of "volatility echoes" and how past events can influence future market reactions. The discussion then shifts to the impact of interest rates, with the guests analyzing the significant moves in the long end of the Treasury curve during the recent election week. They debate the potential implications for asset classes and the role of political influence on market dynamics. Beyond the macro landscape, the podcast also touches on the evolution of option strategies, the rise and fall of "pod shops," and the importance of liquidity and market maker strategies in stabilizing markets. The guests share their insights on navigating the complexities of the financial world. While the core of the conversation focuses on the markets, the episode also features a fun and engaging segment where the hosts and guests engage in a "Mount Rushmore" challenge, sharing their top picks for burgers, dive bars, and fine dining experiences around the world. You found it - the pod that gives you financial insights and culinary recommendations - so bring your appetite for mind and body…this ones' juicy! SEND IT! Chapters: 00:00-01:38= Intro 01:39-13:39= Recency Bias and the Volatility of Election Reactions 13:40-25:40= GOLD & the Delicate Balance of Market Resilience / Activist investors & Risk Adjusted returns 25:41-37:29= 2024's most interesting trades & Stability Breeds Instability 37:30-48:51= Rates, Risks, & Realized Volatility 48:52-01:01:11= Outflows, Podshops & Random bones for the future 01:01:12-01:20:20= Menus & Markets: Mount Rushmores of eateries from “Culinary Experts” & 2025 insight Follow along on X (Twitter) and LinkedIn with our guests Jason @jasoncbuck | LinkedIn and Zed @convexitas | LinkedIn Don't forget to subscribe to The Derivative, 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
-Follow RCM Alternatives on X @rcmAlts -Watch the interview video at https://www.youtube.com/watch?v=P62sLg4CdlA -Learn more about RCM Alternatives at https://www.rcmalternatives.com/ The Trade Busters provides actionable ideas to take your option trading to the next level. Through our educational podcast and instructional spreadsheets, we aim to empower the everyday retail trader. Discover unique ways of thinking through sizing, risk and leverage in your option strategies. -View strategy mechanics, tradelogs and more at the trading page: https://www.thetradebusters.com -Follow me on X @TheTradeBuster -The Trade Busters Discord server is now live! Send me an email if you would like to join. **Everything discussed on this podcast is for informational purposes only and not to be construed as financial advice.
In this episode, Jeff Malec sits down with David Sun, an entrepreneur, trader, and fund manager with a unique journey into the world of options trading and alternative investments. David shares his unconventional path, starting as a retail trader experimenting with options strategies, particularly selling puts, before transitioning to professional fund management. He discusses the challenges and lessons learned as he navigated various market regimes, including the 2018 and 2020 downturns. The conversation delves into David's systematic approach to options trading, focusing on risk management techniques like stop losses and hedging strategies. He explains his evolution from primarily selling options to incorporating more option buying, as well as his exploration of zero days to expiration (zero DTE) options and the unique risks and considerations involved. David also shares insights into the role of behavioral biases in the markets and how he leverages data-driven research to develop robust trading strategies. He reflects on the increasing accessibility of trading tools and resources, and the valuable contributions of the retail trading community. Chapters: 00:00-02:08=Intro 02:09-09:21= Engineer to Retail trader to Fund manager – an unconventional path 09:22-18:21= Don't quit your day job & Option-based fund management 18:22-26:09= Mitigating gamma risk in short-dated options & Focusing on the win rate 26:10-35:47= Exploring behavioral biases and combining systematic & discretionary styles 35:48-45:39= Democratizing trading: Hedging, Volatility, Trend, and Broken butterflies 45:40-57:11= Sharing knowledge and resources: The Trade Busters podcast & bridging the gap 57:12-01:07:18= Naïve to Trends, momentum, edge? & the human behavioral bias From the episode: Fooled by Randomness (Book) The Derivative episode: WTF?! Will 0DTE Cause Gammageddon? With Mike Green and Craig Peterson Smartless podcast Follow Along: Follow along with David on Twitter @TheTradeBuster and also be sure to check out The Trade Busters podcast Don't forget to subscribe to The Derivative, 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
In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into the firm's unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares insights into the diverse opportunities in this space, which spans longevity investing, reinsurance, structured credit, asset based financing, and more. Peter & Jeff discuss how origination capabilities, structuring expertise, and risk management focus are key to creating value for investors getting into these differentiated markets. During the chat, we also cover the evolving dynamics in the insurance industry, particularly in hurricane ravaged regions like Florida, and the role these kinds of strategies can play in investor portfolios as sources of uncorrelated income and diversification. Time to reinsure your market knowledge – SEND IT! Chapters: 00:00-02:17= Intro 02:18-16:21= A diverse credit platform: from structured products to specialized lending 16:22-33:28= Leveraging expertise across insurance – taking the stress off 33:29-49:43= Obra's One-stop-shop and layers upon layers 49:44-01:03:50= Talking terms, specialized credit and insurance investing 01:03:51-01:11:40= The Florida insurance market & adopting to evolving market conditions 01:11:41-01:21:14= Longevity insurance & flexible capital Follow along with on LinkedIn with Peter and Obra Capital, also make sure to check out Obra's website for more information! Don't forget to subscribe to The Derivative, 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
In part three of our private equity law episode with Enda Wong, we'll speak about the types of legal remedies available to a limited partner when conflicts of interest occur. ✨ Read the full episode transcript HERE ✨ Learn more about the topics/cases on the Lawyered website ✨ Help to declutter the law on the Lawyered crowdfunding page
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
Is Your Faith Yours, or Is Your Faith a Faith Derivative of the Faith of Others? MESSAGE SUMMARY: We first believed because of what our parents taught us; but then we heard for ourselves, and we believed. You and cannot live on another's faith in Jesus – With regards to faith, “God has no grandchildren”, only His Children; therefore, your Salvation comes only from your faith and not the faith of others. Each of us must hear for ourselves and come to the Lord in our own faith. As Paul tells us in Romans 10:16-17: “But they have not all obeyed the gospel. For Isaiah says, ‘Lord, who has believed what he has heard from us?'. So faith comes from hearing, and hearing through the word of Christ." You and I each will stand before the Lord alone in judgment -- we will speak for ourselves with only Jesus to speak for us. Others to whom we minister, such as our children, can her about the Lord and the Gospel from us – for the first time or in reinforcement – but they must hear for themselves and believe for themselves to be saved. TODAY'S PRAYER: Lord, Sabbath rest is truly an unbelievable gift! Thank you that there is nothing I can do to earn your love; it comes without any strings attached. As I close my eyes for these few minutes before you, all I can say is, thank you! In Jesus' name, amen. Scazzero, Peter. Emotionally Healthy Spirituality Day by Day (p. 133). Zondervan. Kindle Edition. TODAY'S AFFIRMATION: Today, I affirm that because of what God has done for me in His Son, Jesus, I AM RIGHTEOUS IN GOD'S EYES. God made Him who had no sin to be sin for us, so that in Him we might become the righteousness of God. 2 Corinthians 5:21 SCRIPTURE REFERENCE (ESV): 2 Timothy 1:5; 2 Thessalonians 2:13-14; Matthew 7:24-27; Psalms 53:1-6. A WORD FROM THE LORD WEBSITE: www.AWFTL.org. THIS SUNDAY'S AUDIO SERMON: You can listen to Archbishop Beach's Current Sunday Sermon: Will You “Stand in the Gap” at our Website: https://awordfromthelord.org/listen/ DONATE TO AWFTL: https://mygiving.secure.force.com/GXDonateNow?id=a0Ui000000DglsqEAB
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/critical-theory
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/communications
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/politics-and-polemics
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sequels, reboots, franchises, and songs that remake old songs—does it feel like everything new in popular culture is just derivative of something old? Contrary to popular belief, the reason is not audiences or marketing, but Wall Street. In this book, Andrew deWaard shows how the financial sector is dismantling the creative capacity of cultural industries by upwardly redistributing wealth, consolidating corporate media, harming creative labor, and restricting our collective media culture. Moreover, financialization is transforming the very character of our mediascapes for branded transactions. Our media are increasingly shaped by the profit-extraction techniques of hedge funds, asset managers, venture capitalists, private equity firms, and derivatives traders. Illustrated with examples drawn from popular culture, Derivative Media: How Wall Street Devours Culture (University of California Press, 2024) offers readers the critical financial literacy necessary to understand the destructive financialization of film, television, and popular music—and provides a plan to reverse this dire threat to culture. A free digital version of this title is available here. Andrew deWaard is Assistant Professor of Media and Popular Culture at the University of California, San Diego, and coauthor of The Cinema of Steven Soderbergh: Indie Sex, Corporate Lies, and Digital Videotape. Peter C. Kunze is assistant professor of communication at Tulane University. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/popular-culture
In this episode, we explore the world of options trading with Martin Vestergaard and Michael Cameron from Carmika Partners. The conversation begins with an in-depth analysis of the volatility spike that occurred in early August, as Vestergaard and Cameron share their insights on the market dynamics and the impact on their trading strategies. The discussion then delves into the growing influence of daily options and the challenges of navigating a highly electronic and technical market. Vestergaard and Cameron provide valuable perspectives on the importance of understanding current market conditions and adapting trading approaches accordingly. Listeners will get an inside look into Carmika's quantitative approach to options trading, with a focus on modeling implied volatility and skew across the options curve. We also discuss their industry backgrounds, where volatility trading may be heading next, and more. Whether you're an experienced options trader or looking to expand your knowledge, this episode offers a wealth of practical information and thought-provoking perspectives on the complexities in today's options landscape. SEND IT! Chapters: 00:00-01:38 = Intro 01:39-24:15 = August 24' Vol spike recap 24:16-38:40 = a Quantitative Approach to Options trading 38:41-50:10= Complexities in Options landscape in 2022 50:11-01:05:43= Experience & Expertise – Backgrounds & Approach 01:05:44-01:13:38= Evolving Options 01:13:39-01:28:37= Navigating Volatility & Skew 01:28:38-01:33:31= Lessons Learned Follow along with Carmika Partners on LinkedIn with Martin Vestergaard & Michael Cameron and check out their website at carmikapartners.com for more information! Don't forget to subscribe to The Derivative, 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
In this episode of the Derivative podcast, our host Jeff Malec sits down with Tim McGregor and Tom Hession from Riverbend Capital Advisors to dive deep into the world of municipal bonds. The discussion covers the unique inefficiencies and complexities of the $4 trillion muni bond market, which features over 75,000 different issuers across the country. Tim and Tom explain how this fragmented landscape creates opportunities for active management and value capture, even in a low-risk asset class. Throughout, we explore the importance of customized portfolio construction, credit analysis, and structure optimization to generate tax-advantaged income for individual investors. We also touch on the impact of federal policy, interest rates, and political dynamics on the muni market. With over 50 years of combined experience in municipal bonds, the Riverbend team provides valuable insights for anyone looking to understand this often-overlooked corner of the fixed income universe. Listen in, as we venture into uncharted waters with Muni bonds! SEND IT! Chapters: 01:33-14:25= Navigating the Fragmented and Inefficient Muni Bond Market 14:26-29:15= Complexities in structure, credit & policy 29:16-36:28= Muni Bonds in a changing market: Opportunities & Challenges 36:29-52:37= Election/Fed cuts? The importance of tailoring your clients portfolio 52:38-01:01:00= Experiences with Muni Bonds, covid-sell offs and tax advantages Follow along with Riverbend Capital on Twitter @Riverbend_Cap, Tom & Tim on LinkedIn, and check out their website Riverbendcapitaladvisors.com for more information! Don't forget to subscribe to The Derivative, 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
Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Carol Ng, Managing Director, Derivative Logic Episode discussion timestamps: I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business. You have been with Derivative Logic since January 2023, tell us a little about the company and its services. We were thrilled to have you join us as a speaker at our 2024 Western States CREF Conference where you joined industry leaders discussing today's market. What are you advising as far as hedging strategies for hedging fixed rate and floating rate loans? How does Derivative Logic help lenders and borrowers in a market like this? In addition to having an impressive resume, I recently learned that you are also trained as a search and rescue volunteer! What prompted you to pursue that? Derivative Logic has been a member of the California MBA for years and a big supporter of our annual Western States CREF Conference! Can you share with us why the company supports our organization? To learn more about the California MBA, visit cmba.com
Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify Asset Management, provides a unique lens through which we explore the future of interest rates and market stability.We then shift our focus to the innovative strategies of Simplify Asset Management and their groundbreaking use of derivatives within ETFs. Discover how these professional tools, traditionally exclusive to seasoned investors, are now accessible to everyday traders, potentially outperforming hedge funds through reduced fees and smart structuring. Despite the benefits, we address the prevalent misconceptions about derivatives and the cautious stance often adopted by financial advisors.Our conversation also spans leverage funds, mortgage rates, and the potential for a steepening yield curve. By dissecting long-term interest rate trends and inflation expectations, we explore their impact on housing and mortgage bonds. Moreover, we discuss the broader economic outlook and the possibility of a hard landing, all while appreciating Harley's insightful perspectives. This episode promises to equip you with a deeper understanding of market dynamics and innovative investment strategies.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Mouns v. Garland, No. 22-1368 (4th Cir. Aug. 28, 2024)changed country condition motion to reopen; L-O-G-; prima facie standard; Coelho; reasonable likelihood; Yemen Matter of D. Rodriguez, 28 I&N Dec. 815 (BIA 2024)attempt; crimes of child abuse, neglect, or abandonment; context; statutory interpretation; Congressional silence; Texas attempt; Tx Pen. Code §§ 15.01(a) and 22.04(a)(1); consideration of police reports in discretionary analysis Momin v. Jaddou, No. 23-20327 (5th Cir. Aug. 28, 2024)Patel; incorrect birthdates; adjustment of status; I-601 waiver; INA § 242(a)(2)(B)(i)Silva Pazine v. Garland, No. 23-1894 (1st Cir. Aug. 27, 2024)nexus; harm in the U.S.; domestic violence; Brazilian Women particular social group; mixed motive; misogyny in Brazil Dominguez Ojeda v. Garland, No. 23-835 (9th. Cir. Aug. 29, 2024)discretion to consider new evidence during reasonable fear interview review Meza-Carmona v. Garland, No. 20-73293 (9th Cir. Aug. 26, 2024)physically present; continuous period; U.S. citizenship law in 1968; permissible inference Zia v. Garland, No. 21-1325 (9th Cir. Aug. 26, 2024)I-751 waiver review; INA §§ 242(a)(2)(B)(i), (ii); adverse credibility; Patel; Wilkinson; jurisdiction Lall v. USCIS, No. 20-2051 (3rd Cir. Aug. 27, 2024)U.S. citizenship revocation; derivative citizenship through adoptive parents; equitable estoppelKKTP's medical malpractice article in the Florida Bar Journal!Neither Goose Nor Gander: Why Tort Reform FailsSponsors and friends of the podcast!Kurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years.Docketwise"Modern immigration software & case management"Stafi"Remote staffing solutions for businesses of all sizes"Promo Code: stafi2024Get Started! Promo Code: FREEImmigration Lawyer's Toolboxhttps://immigrationlawyerstoolbox.com/immigration-reviewWant to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATIONEmail: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerDISCLAIMER & CREDITSSee Eps. 1-200Support the Show.
In todays episode, Jeff Malec sits down with Bill Gebhardt, the founder of 10 Dynamics, to discuss his interesting career journey and the development of his unique systematic trading approach. Bill shares his background, from working on the floor of the CBOE in the early 90s to earning a PhD in finance and transitioning into the energy trading space. He provides insights into the evolution of the commodity markets, including the rise and fall of Enron, and the challenges of maintaining an edge in fundamental trading. The conversation then delves into Bill's transition to systematic trading, sparked by his exposure to a successful systematic team at his previous firm, Trailstone. This led him to develop the 10 Dynamics model, which is built on 10 core signals that closely mirror Bill's own decision-making process as a trader. Bill explains his "allergic to optimization" philosophy and the benefits of using multiple time frames to generate positions. He also discusses the importance of risk management, operational efficiency, and adapting to changing market conditions. Throughout the episode, Bill shares his unique perspective on the markets, the role of human behavior, and the future of systematic trading. This insightful discussion offers valuable lessons for both aspiring and experienced traders looking to navigate the complex world of alternative investments. Buckle up, because this conversation is about to "send it" into the world of alternative investments. Chapters: 00:00-01:40= Intro 01:41-4:18= Puddle jumping to across the pond / ski adventures 4:19-14:46= Quants, Derivatives, Energies & Enron: Starting 10Dynamics 14:47-31:55= Prop trader behaviors, philosophy 101, random walk paths & systematic approaches 31:56-43:39=Time frames – why they matter, deploying risk & flat investments 43:40-53:47= Models vs traders, Quant trading, fundamental filtering & never cherry picking 53:48-01:05:09=Mispricing, Alpha decay & Delta hedging From the episode: Whitepaper 10Dynamics: “The Freezer” – Automated Risk control systems for systematic trading 10Dynamics.com HI HO Silver! Blog post Follow along with Bill on X (Twitter) @BillGebhardt1 and on LinkedIn. Don't forget to subscribe to The Derivative, 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
Today's episode on The Derivative, Jeff Malec sits down with James Maund, a veteran of the financial industry with experience spanning Goldman Sachs, the NYSE floor, and his current role at KraneShares. Maund provides a unique insider's perspective on the rapid growth and innovation within the ETF space while outlining KraneShares main investment pillars – China Tech, Carbon emissions/cap-and-trade, and options-based overlay strategies designed to generate income and downside protection. Maund shares his views on the challenges and opportunities facing both established ETF providers and new entrants, as well as the importance of education and alignment with investor expectations. The conversation delves into the role of market makers, the impact of regulatory changes, and the potential risks and benefits of increased options and derivatives usage in the ETF industry. Maund also offers a glimpse into KraneShares' plans for the future, highlighting areas of focus such as alternative investments and the continued growth of the carbon markets. Whether you're an ETF enthusiast or simply interested in the evolving landscape of investment products, this episode provides a comprehensive and insightful look at the dynamic world of exchange-traded funds. Chapters: 00:00-02:02=Intro 2:03-9:15= Loyalties to the East coast, Goldman Sachs and the NY Stock exchange 9:16-20:38= KWEB – The China Tech ETF, Carbon Emissions and downside protection 20:39-34:53= The Pillars of Krane Shares: Liquid futures, writing calls and important tickers 34:54-48:34= The Evolution of the ETF, ETF options, starting an ETF and the challenges that come with it 48:35-58:02= Further developments, Unique ETFs and new ETF restrictions From the episode: The Derivative podcast episode with Nancy Davis Follow along with James on LinkedIn and visit KraneShares.com for more information. Don't forget to subscribe to The Derivative, 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
In this episode of Beating the Book with Gill Alexander, Gill is checking in on the MLB at the Quarter 3 check-in point with the Basewinner himself Mark Borchard. The guys will take a look at a variety of stat categories including the best ROI teams to this point in the season and the best umpires to bet overs and unders on this season. See omnystudio.com/listener for privacy information.
Today's episode features an in-depth discussion with discretionary global macro trader Asim Ghaffar, founder and CIO of AG Capital. Ghaffar shares his insights on the recent market volatility, including his views on the potential triggers behind the sell-off and the chances we have for a recession. Was it just a blip on the radar, algos deleveraging? He explains his discretionary macro trading approach, highlighting the importance of risk management, position sizing, and the psychological challenges of the business. Ghaffar also discusses the differences between his strategy and systematic trend following, as well as the unique opportunities smaller managers can pursue compared to large global macro funds. In this chat we also explore Ghaffar's personal journey into the industry, the challenges of starting a hedge fund, and his long-term outlook on markets, including his perspective on the role of gold in a portfolio. Chapters: 00:00-02:01=Intro 02:02-11:14= What triggered the Sell-off? The Yen Carry trade? Or just algos gone wild… 11:15-22:35= The secret sauce to a long-term approach, algo moves and the mental games of trading 22:36-31:55= Discretionary vs Global Macro & the unsolvable puzzle or crack under the pressure 31:56-43:00= Psychology & Philosophy? The real head games of trading & sparks to start a hedge fund 43:01-49:50= The potential of a recession, who wants it? Fed rate cuts, the wealth effect, & investment vs trend 49:51-01:06:19= What's beyond the horizon, staying out of the noise and focus on the fed 01:06:20-01:14:22= Commodity prices for discretionary trading & what's with gold? Getting perspective… From the episode: Derivative episode: Wisdom from the wizard maker with Jack Schwager Follow along with Asim on LinkedIn and AG Capital's LinkedIn. For more information on AG Capital visit agcapital.fund Don't forget to subscribe to The Derivative, 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
Shen v. Garland, No. 16-71315 (9th Cir. July 24, 2024)administrative notice of foreign law; forced abortion; 2003 change in law for Chinese premarital checkups; exhaustion of sub-arguments; Alam; credibility; mistaken memory may lead to change in testimony; DHS misstating facts on cross-examination Colin-Villavicencio v. Garland, No. 22-507 (9th Cir. July 23, 2024)derivative citizenship; former INA § 321 (repealed); Cheneau; paternity established by legitimation; Baja California Mexico Code Gonzalez-Rivas v. Garland, No. 21-3364 (8th Cir. July 23, 2024)hardship standard; best interests of the child; mixed question of law and fact; Wilkinson L.N. v. Garland, No. 23-60203 (5th Cir. July 25, 2024)standards of review; reweighing evidence; asylum; CAT analysis in the aggregate; Angola Castillo v. Att'y Gen. U.S., No. 23-2123 (3d Cir. July 24, 2024)petition for review venue; Matter of Garcia; filing of NTA; Costello Sandoval Reynoso v. Garland, No. 23-2480 (7th Cir. July 23, 2024)non-LPR cancellation of removal; discretion; Patel; Kucana; Wilkinson Elgebaly v. Garland, No. 24-0154 (6th Cir. July 23, 2024)Form I-751 waiver petitions; good faith marriage; Egyptian marriage; credibility; duty to develop record with pro se respondents; motion to reopen; JarkesySponsors and friends of the podcast!Kurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years.Docketwise"Modern immigration software & case management"Stafi"Remote staffing solutions for businesses of all sizes"Promo Code: stafi2024Get Started! Promo Code: FREEWant to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATIONEmail: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerDISCLAIMER & CREDITSSee Eps. 1-200Support the Show.
In this episode of The Derivative, host Jeff Malec sits down with DeWayne Louis and Nishant Gurnani from Versor Investments, a quantitative investment firm celebrating its 10th anniversary. The discussion delves into the personal backgrounds and journeys that led to Versor's founding, from their work providing efficient exposure to traditional hedge fund strategies through risk premia type approaches to new methods such as their unique GETT program which goes long/short more thana dozen global stock index futures markets. The conversation explores the evolving skill sets required in the hedge fund industry, including the importance of math, quantitative finance, and AI/machine learning expertise. Versor's investment strategies are examined, focusing on their use of alternative data sets and innovative approaches to alpha generation, such as their cross-sectional relative value strategy which looks to capture dispersion in global equity markets through more than 30 alpha forecast models across short, medium, and long term time frames. Join us for this comprehensive look into the quantitative investment strategies and innovative thinking that have helped Versor navigate the competitive hedge fund landscape over the past decade. Chapters: 00:00-01:38=Intro 01:39-12:22= Summer in the City and starting a Quant firm 12:23-25:10= 3 broad strategies, cross-sectional portfolios & positive convexity 25:11-42:57= GETTing into the strategy, dispersion across markets & capturing market dislocations 42:58-54:26= Alternative data sets & natural language processing 54:27-01:01:38= Using A.I., generative models & compliance constraints 01:01:39-01:10:51= Long short equity, use of data & the next 10 years From the episode: Has Trend Gone Flat? Return Convexity in Trend Following (whitepaper) Versor10: A Decade of quantitative research in 10 whitepapers Bastian Bolesta on The Derivative episode Salemn Abraham on The Derivative episode Follow along with Versor on Twitter @VersorInvest, look them up on LinkedIn - DeWayne | Nishant and check out their website versorinvest.com for more information Don't forget to subscribe to The Derivative, 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
“When you shift your perspective stories, meanings, feelings and even behaviors can change.” Meaning as a Derivative of PerspectiveOur perspective often shapes our emotions and actions.Consider a bad breakup: Initially, it feels devastating, but years later, it might become a source of amusement.This shift in perspective changes the meaning of the event, which in turn influences our feelings, behaviors, and outcomes.Introducing: The Behavior Echo-SystemThe Behavior Echo-System, a new behavior model, illustrates how three key influencers are interconnected through our emotions and feelings:Thinking/Story: Our thoughts and beliefs. These are the internal narratives we rely on to plan, predict, and explain events.Behaviors/Habits/Skills: The actions we take and the habits and skills we develop.Environment: Our surroundings, including people and places. While we can influence our environment, it also impacts us and our behaviors.These three components continuously affect one another, creating a perpetual cycle.Enter: Response-AbilityWe can't always control what happens to us, but we can almost always choose how we respond. This is known as "response-ability."Emotionally mature individuals often manage to choose their responses to frustrating, challenging, and stressful events. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit habits2goals.substack.com/subscribe
In this episode of Beating the Book with Gill Alexander, Gill is checking in on the MLB at the Mid-Season check-in point with the Basewinner himself Mark Borchard. The guys will take a look at a variety of stat categories including home-run splits, best ROI teams to this point in the season and even the best umpires to bet overs and unders on this season. See omnystudio.com/listener for privacy information.
In this episode of the Derivative we chat with Gary Selz, co-founder of Zero Delta Funds. Gary shares his background growing up in Chicago and studying electrical engineering at Northwestern University. He discovered options trading through a financial engineering course and was introduced to a Chicago prop trading firm. Gary discusses his experience training as a new trader at the prop firm. He explains how traders are given time and support to learn before getting their own book to trade. Gary reflects on the diverse career paths that can lead traders to prop shops, from poker players to accountants. The conversation covers Gary's transition from trading to investing his own money in volatility strategies. This led him to co-found Zero Delta Funds and launch a fund seeking talented volatility traders from across the globe and not always where you'd expect. Gary highlights their process of finding under-the-radar traders internationally and evaluating their sophistication. Gary and Jeff discuss various aspects of options trading, including the evolution of the market landscape. They analyze single stock versus index volatility trading. Gary shares insights on the current opportunity set and speculates on potential future market catalysts. Come join us as we dig deeper into option and vol trading and into the mindset of successful volatility traders. Chapters: 00:00-01:34=Intro 01:35-15:45=Electrical engineering to prop trading, nature vs nurture & trading floor antics 15:46-25:08= Balancing talent with technology in prop firms – traders finding their edge 25:09-31:42= Launching Zero Delta, investing in volatility with no strategy drift 31:43-45:19= Option vs Vol traders, Getting an edge, seeking out specialty traders 45:20-57:01= Single name vol, what's Zero delta? And positioning your portfolio for the unknown Follow along with Gary on Twitter @SelzGary, check him out on LinkedIn and make sure to visit zerodeltafunds.com for more information. Don't forget to subscribe to The Derivative, 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
SadBlackLab is an alternative folk trio hailing from central Kentucky, featuring Greg McIntosh on guitar and vocals, Emily Miller on violin and vocals, Cody Hiatt on bass, and Zoë Blackwell on a variety of instruments, including flute, sax, keys, and accordion. Their unique sound is described as distinctly "non-derivative," merging nostalgic elements of nineties rock with a contemporary blend of multi-genre instrumentation. Their music is characterized by rhythmic finger-style guitar, dark and melodic vocals, vibrant and fluid contributions from keys, winds, and strings, and an experimental, driving bass. SadBlackLab's sound seamlessly transitions between moments of beautiful chaos and syncopated intensity, drawing listeners into their rich narrative soundscape. --- Support this podcast: https://podcasters.spotify.com/pod/show/tophillrecording/support
Gill Alexander checks in on the MLB at the Mid-Season check-in point with the Basewinner himself Mark Borchard. The guys look at numerous stat categories including home-run splits, best ROI teams to this point in the season, and even the best umpires to bet overs and unders on this season. All that and more on this episode of Beating The Book!See omnystudio.com/listener for privacy information.
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