Best Alpha Logistics Podcasts (2024)

1
Surviving Adversity, Building Resilience, and Evolving a Quantitative Investment Firm with Joe Kelly of Campbell 1:06:19

4d ago1:06:19

1:06:19

Joe Kelly, partner at Campbell & Co., joins us this week for a new episode of The Derivative. Jeff starts talking skiing, as he’s apt to do, but this time is a bit different, with Joe sharing an update on his recent recovery from a nasty ski accident that nearly left him paralyzed (or worse). Wethen move right into Joe discussing his career journey…

1
The Entrepreneurial Journey with Maria Flynn, Author of Make Opportunity Happen 19:12

6d ago19:12

19:12

On this week's episode of Inside Outside Innovation, we sit down with Maria Flynn, author of the new book, Make Opportunity Happen. Maria and I talk about the entrepreneurial journey and some of the hands-on things you can do as an entrepreneur to make the journey more effective and rewarding. Let's get started. Inside Outside Innovation is the pod…

1
50 Charts showing the Current State of Volatility, with Jeremie Holdom and Colin Suvak of LongTail Alpha 1:15:27

11d ago1:15:27

1:15:27

This episode of The Derivative discusses the current state of Volatility – and how to use those measurements in diversifying investment strategies with Jeremie Holdom and Colin Suvak of LongTail Alpha, an investment firm focused on tail risk hedging. The guests share insights into their work, analyzing volatility across asset classes and constructi…

1
AI, VC, & Data Insights into Corporate Innovation with Thomas Thurston of Ducera Partners 27:55

13d ago27:55

27:55

On this week's episode of Inside Outside Innovation, we sit down with Thomas Thurston, Chief Technologist at Ducera Partners. Thomas and I talk about AI, venture capital, and some interesting data insights into what makes corporate innovation work or not work. Let's get started. Inside Outside Innovation is the podcast to help new innovators naviga…

1
Pitfalls and Practicalities of Corporate Innovation with Elliott Parker, High Alpha Innovation CEO and Author of The Illusion of Innovation 17:51

20d ago17:51

17:51

On this week's episode of Inside Outside Innovation, we sit down with Elliott Parker, CEO of the Corporate Venture Studio High Alpha Innovation. Elliott is back on the podcast to talk about his new book, The Illusion of Innovation, where we talk about the pitfalls and practicalities of launching innovations in a corporate environment. Let's get sta…

1
Identifying and supporting Intrapreneurs with Louis Gump, Author of The Inside Innovator 20:48

1M ago20:48

20:48

On this week's episode of Inside Outside Innovation, we sit down with Louis Gump, author of the new book, The Inside Innovator. Louis and I talk about his experiences at The Weather Channel and CNN Mobile, as well as a myriad of topics for helping companies better identify and support inside innovators. Let's get started. Inside Outside Innovation …

1
Finding Alpha in Unexpected Places: Doug Greenig on Trend Following Beyond Developed Markets 1:06:59

1M ago1:06:59

1:06:59

In this in-depth conversation, Jeff Malec picks the brain of veteran quant Doug Greenig about pursuing trends on a truly global scale. Greenig takes listeners on his fascinating career journey, from cutting-edge fixed income modeling at Goldman Sachs to managing risk at MAN AHL's pioneering CTA firm. He explains how thisexperience led him to establ…

1
Optimizing the Supply Chain: Private Equity, Automation, and Economic Indicators in Logistics with Chris Jamroz 51:10

2M ago51:10

51:10

This episode is a fascinating deep dive into the complexworld of logistics. Our guest is Chris Jamroz, CEO of Roadrunner, a serial logistics entrepreneur who has indeed seen and done it all over his career. Chris provides colorful anecdotes about his past 100+acquisitions and turnarounds, including the challenges and lessons learned along the way. …

1
Constructing A Systematic Oil Trader: Fueling growth at Cayler Capital 47:33

2M ago47:33

47:33

Brent Belote, founder and CIO of Cayler Capital, joins the podcast to discuss the growth of his now 5 year systematic oil trading strategy. He provides insights into analyzing supply and demand fundamentals and using quantitative models to capitalize on events in the physical oil market. Brent also shares lessons from starting his own fund and mana…

1
E-commerce, Supply Chain, and Logistics with Paul Jarrett, Cofounder of Bulu 29:47

2M ago29:47

29:47

On this week's episode of Inside Outside Innovation, we sit down with Paul Jarrett, co-founder of Bulu and one of the original co-hosts of this very podcast. Paul and I talk about Bulu's journey, as well as the future of e-commerce, supply chain, and logistics, and many more things. Let's get started. Inside Outside Innovation is the podcast to hel…

1
Miami Hedge Fund week Panel 2024 Part II: Increasing Accessibility of Alternative Investments 1:08:01

2M ago1:08:01

1:08:01

Join us for the second half of our panel discussions during this year's Hedge Fund week in Miami as we explore increasing accessibility of alternative investments through new ETF products and strategies. We’ve got Rodrigo Gordillo taking reigns from the quantitative perspective, Jerry Parker talking trend following, Bob Elliot on replication and Ja…

1
Set Phasers to Stocks+Discretionary Global Macro – with Dynamic Alpha 1:02:50

3M ago1:02:50

1:02:50

From NASA to Star Trek, Brad Barrie and David Johnson ofDynamic Wealth Group discuss how their shared interests inspired the development of their diversified mutual fund, which blends equity exposure with discretionary global macro allocations. They explain how this approach seeks to provide smoother returns through non-correlated exposures. Brad a…

1
Corporate Innovation in Uncertain Times with Lisa Lutoff-Perlo, Celebrity Cruises CEO 19:30

3M ago19:30

19:30

On this week's episode of Inside Outside Innovation, we sit down with Lisa Lutoff-Perlo, former CEO of Celebrity Cruises, and author of the new book Making Waves. Lisa and I talk about the world of innovation in a legacy industry, role of talent and teamwork, and the skills required to navigate the ups and downs of working in uncertain times. Insid…

1
Miami Hedge Fund week panel 2024 - Commodities: Outlook on Prices, Volatility, and Portfolio Diversification 1:00:22

3M ago1:00:22

1:00:22

This packed panel discussion featuring Tim Pickering (Auspice), Brent Belote (Cayler Capital), Gerardo Tarricone (Arion) and Derek Stroke (Equanimity Advisors) focused on commodities as diversifiers and opportunities in commodity trading and investing. Our panelists discussed topics like the reliability of commodities in portfolios, ESG factors, th…

1
Advanced Hedge Fund Replication with the Top Down – riding diverse ETF modeling flows with DBi’s Andrew Beer 1:27:26

3M ago1:27:26

1:27:26

Welcome to the start of a new year and another exciting season of The Derivative Podcast. We're beginning with a bang, featuring DBi’s hedge fund guru, Andrew Beer. Picture the ideal blend of Wall Street expertise and accessible insights - that's what we're delivering in this episode! We’re talking with Andrew about replicating strategies in this e…

1
Shadow Design Teams with Audrey Crane, Partner at DesignMap 18:18

5M ago18:18

18:18

On this week's episode of Inside Outside Innovation, we welcome back Audrey Crane, partner at DesignMap. Audrey and I talk about the challenges and costs of shadow design teams and the impact of having non designers do design work. Let's get started. Inside Outside Innovation is the podcast to help new innovators navigate what's next. Each week, w…

1
Richard Lyons, Berkeley's Chief Innovation and Entrepreneurship Officer on Innovation and Entrepreneurship 21:40

6M ago21:40

21:40

On this week's episode of Inside Outside Innovation, we sit down with Richard Lyons, Associate Vice Chancellor at the University of California, Berkeley, and the university's first ever Chief Innovation and Entrepreneurship Officer. Richard and I talk about the evolving role of innovation and entrepreneurship at universities, as well as some key tr…

1
Marrying Fundamental Factors into Commodity Quant with Patrik Safvenblad of VOLT CM 1:06:33

6M ago1:06:33

1:06:33

Thanksgiving is just a week away in the US, marking the end of an excellent year for The Derivative and we're inviting you to join us at the podcast table for a bountiful episode delving into the unique flavors of managed futures and fundamental expertise. As we carve into the Thanksgiving spirit, The Derivative is serving up a feast of insights wi…

1
A brief history of Corn, food co valuations, GMO vs non GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga 1:06:03

6M ago1:06:03

1:06:03

Get ready to savor an episode of The Derivative that's anything but run-of-the-(corn) mill, featuring a guest who's serving up some fresh and unconventional perspectives. That's right, we're delving into the heart of the snack world where the notion of sturdy, thick chips and delicate, thin chips is more than meets the eye. Prepare to have the simp…

1
Trend Following Asset Allocations with Jon Robinson of Blueprint 1:08:24

6M ago1:08:24

1:08:24

In the constantly changing and often unpredictable industrythat is wealth management, is it possible to systematize an asset allocation approach? Might you even apply trend following to the problem? On this episode of The Derivative, Jon Robinson, the CEO and co-founder of Blueprint Investment Partners, draws upon his unique experience on both side…

1
Systematic Commodity Trading (without Trend) with Jae-Min Hyun of NWOne 1:05:46

7M ago1:05:46

1:05:46

In commodity trading, where volatility reigns supreme, finding an edge can be daunting. In this episode of The Derivative, we switch up our normal Commodity Trading talk with our non-trend following guest, Jae-Min Hyun of NWOne. With extensive experience in commodities trading and a quant background that spans Wall Street firms, hedge funds, and a …

1
A Philly Alts Steak: Talking Commodities, Stacking, and Systematic with Auspice, Newfound & Campbell 1:17:17

7M ago1:17:17

1:17:17

Philadelphia is renowned for various iconic symbols, including the Liberty Bell, Rocky Balboa, the famous Philly cheesesteak, and, most recently, RCM's Live Panel Discussion "Is 60/40 Dead? Can Alternatives Fill the Void?" This engaging panel discussion features industry leaders Tim Pickering, Corey Hoffstein, and Brian Meloon, with the insightful …

1
Opportunities in Option Mutual Funds with Russ Kellites 1:05:31

8M ago1:05:31

1:05:31

In the ever-evolving world of finance, change is the only constant. Like the shifting tides of the market, options trading has transformed from monthly expirations to weekly and even daily strikes. It's like going from a leisurely stroll to a thrilling daily marathon in the world of trading. Alongside these shifts, hedging strategies have also had …

1
Long/Short Commodities with Emil van Essen & Bryan Kiernan of Katonah/EVE 50:34

8M ago50:34

50:34

From front-running commodity index rolls to trading spreads, we're taking you on a bit of a historic journey with Emil Van Essen and Bryan Kiernan of Katonah Eve. Join us as we explore the evolution of their strategies and firm, while talking the world of commodities. In this episode, we'll uncover the evolution of Katonah Eve, from pulling data ah…

1
Portfolios of Power Futures with AMPD ETF’s Tim Kramer 1:00:42

8M ago1:00:42

1:00:42

Is electricity a commodity? If not, why not? If so, how do you get exposure with the demand for electricity set to possibly outstrip the world's forthcoming technological advancements. Join us on a high energy episode of The Derivative by RCM Alternatives for an in-depth exploration of "Electrifying America" with Timothy Kramer, a seasoned energy a…

1
Perpetual Innovators and their Key Drivers with Dr. Behnam Tabrizi, Author of Going on Offense 25:02

9M ago25:02

25:02

On this week's episode of Inside Outside Innovation, we sit down with Dr. Behnam Tabrizi, Author of Going on Offense: A Leader's Playbook for Perpetual Innovation. This week we talk about some of the key drivers that make companies like Amazon, Apple, Tesla, and Microsoft become perpetual innovators. Let's get started. Inside Outside Innovation is …

1
Exploring Corporate Innovation with Andy Binns, Author of The Corporate Explorer Fieldbook 21:38

9M ago21:38

21:38

On this week's episode of Inside Outside Innovation, we sit down with Andy Binns to talk about his follow-on book, The Corporate Explorer Fieldbook: How to Build New Ventures in Established Companies. Andy and I talk about what's happening in the world of corporate innovation and offer some insights into what's working and what's not. Let's get sta…

1
Why Systematic? Why CTA? Why Now? A panel event with Mercer, Campbell, EMC Capital, & Resolve 1:11:06

10M ago1:11:06

1:11:06

Why Systematic? Why CTA? Why Now? These are common questions on the minds of many professionals in the Managed Futures field. On this episode of the Derivative podcast, host Jeff Malec takes on a unique role as a featured guest on a panel recently hosted by RCM Alternatives in Chicago alongside Cohen & Company and Mercer. While Jeff is usually the …

1
Trend Following Plus Nothing with Jerry Parker 1:03:29

10M ago1:03:29

1:03:29

What do you do when you’ve already done everything there is to do in trend. Managed billion of dollars: check. One of first to run a trend following mutual fund: check. Trend following on individual equities:check. You push the envelope again, and convince the folks that create ETFs that you actually can pack your fully diversified equities plus fu…

1
The World of Equity Hedging, Part II with Jason Buck 58:54

10M ago58:54

58:54

Jason Buck is back in this follow-up, Part II episode rehashing all the goings on at Global EQD '23, and he's continuing the conversation on equity market hedging, not to mention interest rate, currency, and more hedging – plus volatility markets and investment strategies with host Jeff Malec. Jason and Jeff discuss what was discussed, including th…

1
Volatility (LIVE IN VEGAS) panel discussion 1:27:13

10M ago1:27:13

1:27:13

We're doubling down on the knowledge and taking you through the high-stakes world of Volatility with a special "Derivative Podcast" straight from the world's entertainment capital, Las Vegas. Join host Jeff Malec and our panel industry heavyweights Cem Karsan, Luke Rahbari, and Zed Francis as they delve into the intriguing market dynamics and risk …

1
Replicating Babies, Trend Following, Hedge Funds, and Warren Buffet with Corey Hoffstein 1:19:21

11M ago1:19:21

1:19:21

If a replicant in the 1980s sci-fi classic Blade Runner was a genetically engineered, bio-enhanced person with para-physical capabilities, "composed entirely of organic substance," created for slave labor – what does that make Corey Hoffstein and his takes on replicating? On this episode of The Derivative, we're joined by the model flirting, possib…

1
Global EQD ’23 Breakdown with Jason Buck (part 1) 59:29

11M ago59:29

59:29

Didn’t get the chance to head to Vegas for the Global EQD conference. No worries. We’ve got you covered. We're teaming up with the one and only Jason Buck of Mutiny Funds, he of many volatility-focused podcasts and manager of a long vol fund of funds. Together, Jeff and Jason walk through their notes from attending the annual equity derivatives-foc…

1
No Drama Innovation with Janice Fraser, Co-author of Farther, Faster and Far Less Drama 20:30

11M ago20:30

20:30

On this week's episode of Inside Outside Innovation, we sit down with the amazing Janice Fraser, one of the leaders in the Lean Startup movement and co-author of the new book, Farther, Faster and Far Less Drama. Janice and I talk about the evolution of leadership and how today's world of uncertainty and change requires new behaviors and mindsets to…

1
The Current state of Commercial Real Estate: Armageddon or Overblown? Setting things straight with Matt Lasky of Equity Velocity Funds 1:11:06

11M ago1:11:06

1:11:06

We’re back! Hitting first up with the question of where the current state of Commercial Real Estate is at since COVID. Is the market coming back? Were the hits too hard with everyone out of the office? We’re looking at all the aftermath with Matt Lasky of Equity Velocity Funds, where the pain points are, who kept afloat, and how the market has chan…

1
Corporate innovation is hard with David Rogers, Author of the Digital Transformation Roadmap & Columbia University professor 23:36

11M ago23:36

23:36

On this week's episode of Inside Outside Innovation, we sit down with David Rogers, Columbia University professor and author of the new book, The Digital Transformation Roadmap. David and I talk about why corporate innovation is so hard. And we unpack the iterative steps needed to navigate a path to digital transformation success. Let's get started…

1
Adding Spreads and Options to Trend Following, with Moritz Seibert 1:17:01

12M ago1:17:01

1:17:01

We’re back in the trend space this week, diving into the pros and cons of classic trend following, as well as exploring new methods of trend, including building new “markets” with calendar spread data and trying to reduce the infamous trend open trade give backs with some option trades. Not to mention some talk on how investors have gone soft in th…

1
AI isn’t coming…it’s already here, with Adam Butler and Taylor Pearson 1:30:50

1y ago1:30:50

1:30:50

How fast is the fast moving world of AI moving after the launch of Chat GPT and crazy pace of new apps and tools. It turns out…. Really Fast! There’s AI tools that can write blog posts, create images, act like a hedge fund lawyer, review a disclosure document, and more. All of it brings up many questions. Are we living in a world where these AI mac…

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