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Overheard at a Vol Conference, breaking down EQD Global 2020
One of the leading volatility trading and derivatives investing events of the year wrapped up last month and we have lots of thoughts. From new vol d…
5 years, 10 months ago
The Mysteries and Makings of Machine Learning with Dr. Ernie Chan of QTS Cap
Does all this Machine Learning stuff really work? If it’s so good, why aren’t AI powered hedge funds printing money? And what is the difference betwe…
5 years, 10 months ago
Don’t Buy the Narrative (and It’s All Narrative) with Epsilon Theory’s Ben Hunt
Our guest today is somewhat of a modern philosopher, mapping out how the investing world sees the real world, while at the same time questioning his …
5 years, 10 months ago
No President Yet, So Market Rallies Huge What ^%$#?
Votes are being counted, CNN and Fox are on 24-hour reporting cycles, and Tweets/FB Posts/Texts are still being sent out at lightening speeds. What h…
5 years, 11 months ago
Who Would Want to SELL Options, with Mark Adams of Warrington Asset Management
For every option buyer, there is a seller. The brave souls who are accused of picking up pennies in front of a freight train. But are they dumb? Craz…
5 years, 11 months ago
Debunking Trend Following’s Dead Theories with Kathryn Kaminski
Is trend following too big? Can managed futures do it without the bond tailwind they’ve had for 30 years? Does globalization take away diversificatio…
5 years, 11 months ago
Vol Curves and Vanna Charm with Cem Karsan
Today’s pod is all about word play playing into alternative investment. How does Jam Croissant relate to Cem Karsan? What about Vanna Charm and optio…
5 years, 11 months ago
Super Storms, Mathematical Modeling, and Hurricane Hunting with Dr. Jeff Masters
With storms named Gamma and Delta making their way to US shores – we really couldn’t have timed this release better from a hurricane-content-meets-al…
6 years ago
Bull Markets, Behavioral Biases, and Blogs with Baird’s Michael Antonelli
If men are from Mars and women from Venus, it often feels like stock/bond investors are from Earth and us Alternative Investment folks are from Vulca…
6 years ago
Sequencing, Skew, and (Option) Strikes with Hari Krishnan
We’re joined by option guru and author of ‘The Second Leg Down’ in this episode to talk through the real-time test of market crashes and volatility d…
6 years ago