Best DERIVA Podcasts (2024)

1
The CEO’s Address with Greg Newman | Analytical Consensus in the Oil Market 55:30

2h ago55:30

55:30

Senior Oil Derivatives Trader, James Anderson joins Group CEO Greg Newman to discuss the oil market’s significant reset, with crude futures prices dropping by approximately $10/bbl over the past few weeks. Greg and James debate the collective sentiment within the oil industry, noting how many traders follow the herd, seeking comfort in the analyses…

1
DERIVADOCAST #390: FÓRMULA 1, EMMY 2024, A GAROTA DE MILLER (JENNA ORTEGA), FEIOS (NETFLIX) E MAIS! 1:35:12

21h ago1:35:12

1:35:12

Neste episódio especial, o Michel ficou de molho com gripe, mas isso não impediu a gente de trazer conteúdos quentes! 🚀 Aproveitamos para mergulhar no mundo da Fórmula 1, debatendo as últimas novidades da temporada e as polêmicas da pista. Se você é fã de F1, não pode perder!🏆 Emmy 2024 está chegando e compartilhamos os bastidores exclusivos da nos…

1
Macro Mondays LIVE | Weak Chinese Data & Gold Makes All-Time High 25:18

11h ago25:18

25:18

All Chinese data is coming out weaker than expected, with unemployment rising to 5.3% and the economy entrenched in deflation with the GDP deflator declining for its fifth consecutive quarter. The Chinese CS300 equity index is trading at it's lowest level since 2019, and property shares have declined by over 90% in just 4 years. James Brodie and Ja…

1
F1 FORA DA BAND, O CASAL PERFEITO DECEPCIONA, BEETLEJUICE 2 E MAIS NO DERIVADOCAST! 1:41:31

1d ago1:41:31

1:41:31

DerivadoCast #NOVOEPISÓDIO: F1 FORA DA BAND, O CASAL PERFEITO, CIDADE DE DEUS, E BEETLEJUICE 2!Prepare-se para um episódio recheado de polêmicas e momentos surreais! 🌀Abrimos com quase uma hora de Arouvengers, seguida da notícia que pegou os fãs de velocidade de surpresa: a Fórmula 1 está saindo da Band! Um golpe duro para quem acompanha as corrida…

1
Oil insights with Harry Tchilinguirian | How Short is too Short? | S1 E5 29:59

8d ago29:59

29:59

This episode of Oil Insights was recorded on 10th September, 2024 at 11am BST. Research Associate Vincent Wu guest hosts alongside Research Analyst Mita Chaturvedi as Harry Tchilinguirian attends APPEC in Singapore. In this week's episode of Oil Insights, Vincent and Mita delve into the current state of the oil market and discuss the potential for …

1
Macro Mondays LIVE | Americans Now Working 2 Full-Time Jobs 28:58

4d ago28:58

28:58

James and Will discuss weak U.S. ISM manufacturing. New orders fell to 44.6 points from 47.4 in July, experiencing contraction for the 3rd straight month. The prices paid index jumped to 54.0 points from 52.9 in July, expanding for the 8th month in a row. Inventories unexpectedly surged the most in the past decade. There’s weak employment data out …

1
O FIM DO TWITTER NO BRASIL E O RETORNO ÉPICO DE OS ANÉIS DE PODER! | DERIVADOCAST #388 1:00:08

9d ago1:00:08

1:00:08

DerivadoCast #NovoEpisódio: Fim do Twitter no Brasil, Quando Ninguém Vê, Kaos com Jeff Goldblum, Terminator Zero e mais!No episódio de hoje, mergulhamos nas polêmicas do momento! Começamos com o impacto do fim do Twitter no Brasil e como isso está agitando as redes. Se você está confuso com as mudanças, o Alezão explica tudo sobre VPNs e como elas …

1
The CEO's Address with Greg Newman | The Snobbery of the West 12:21

14d ago12:21

12:21

Group CEO Greg Newman discusses the challenges and evolving landscape of the oil derivatives market. He highlights the central role of exchanges in price discovery and liquidity, noting that these exchanges have become the heartbeat of the market. Greg also reflects on the historical dominance of Western financial centres in oil trading but suggest…

1
Launching Onyx Retail Trading with Andrea Rebusco 39:17

16d ago39:17

39:17

Following the announcement of Onyx Capital Group's expansion into Retail Trading through the launch of Onyx Markets, Group CEO Greg Newman sits down with Director of Retail Trading, Andrea Rebusco, to discuss this significant milestone. This move is poised to transform the oil market, driving forward digitization, democratization, and scaling. The …

1
Oil insights with Harry Tchilinguirian | China more Yin than Yang | S1 E4 50:54

10d ago50:54

50:54

For a special episode of Oil Insights, Harry Tchilinguirian, Group Head of Research, is joined by Dr Michal Meidan, Head of China Energy Research at the Oxford Institute for Energy Studies, for a special edition of our podcast today focused on China. In this episode, Harry and Michal explore China's oil demand outlook as institutional forecasters, …

1
Macro Mondays LIVE | US Data - Critical Week! 37:04

11d ago37:04

37:04

China saw its weakest manufacturing PMI data since February this week, with a fourth consecutive contraction. In the US, PCE inflation data came in below expectations, while Q2 GDP and consumer confidence came in higher. The Q2 GDP data is very backward looking, and this week’s U.S. PMIs and employment data are of critical importance - particularly…

1
DICAS ABSURDAS DA NETFLIX | DERIVADOCAST #387 1:17:18

15d ago1:17:18

1:17:18

No Episódio de hoje teremos Dicas Absurdas da Netflix | Derivado Cast #387 e vamos comentar as estreias mais bombante da semana. Começamos com um bate-papo sobre o retorno (já esperado) de Ted Lasso, que está conquistando corações mais uma vez. E falando em conquistas, A Liga e Os Novatos da Netflix estão dando o que falar! Não podemos deixar de me…

1
The Officials: Bull In The China Shop | S1 E7 19:25

23d ago19:25

19:25

In the latest episode of The Officials, special guest Michal Meidan, Director, China Energy Programme at Oxford Institute for Energy Studies joins Jorge Montepeque, Harry Tchilinguirian, Vincent Wu and new Official Edward Hayden-Briffett to discuss China’s impact on the financial energy market and demand. The picture isn’t pretty for China at the m…

1
Trend, Prop, and Being Allergic to Optimization with Bill Gebhardt of 10Dynamics 1:05:09

15d ago1:05:09

1:05:09

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 spac…

1
Oil Insights with Harry Tchilinguirian | S1 E3 28:15

24d ago28:15

28:15

Welcome to the third episode of Oil Insights, hosted by Harry Tchilinguirian, Head of Research at Onyx, alongside co-hosts Mita Chaturvedi and Martha Dowding. Despite the vanishing trading volumes amid the holiday in the UK, it has been anything but a quiet beginning to this week, with the front month Brent futures contract firming to an intraday h…

1
Macro Mondays | Powell's Jackson Hole Testimony 27:23

18d ago27:23

27:23

Please note, this episode was recorded on Friday 23rd August at 17.00. Macro Specialist James Brodie and Trader, Director James Todd delve into Powell's Jackson Hole testimony, the weak manufacturing PMI globally and UK inflation below expectations. They also take a look at inflation within the UK and the soft prices we've been seeing in crude oil …

1
Carbon Credit Derivatives: rights and types of financial instruments 21:52

22d ago21:52

21:52

In this episode, continuing our exploration inspired by The Law of ESG Derivatives: Risk, Uncertainty, and Sustainable Finance, published by Routledge in 2024, we delve into the intricate world of Carbon Credit Derivatives. Today, we focus on the different types of rights conferred by carbon credits and the various derivatives transactions that are…

1
China Tech, Carbon, and Option Overlays in ETFs? Yep, with James Maund of KraneShares 58:01

22d ago58:01

58:01

Today’s episode on The Derivative, Jeff Malec sitsdown 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 pi…

1
The Officials: Yin and Yang: China blues versus US optimism? | S1 E6 18:39

1M ago18:39

18:39

There are a few issues to discuss on the sixth episode of The Officials, the main one being that the oil markets have been correcting. If you've been reading The Officials, you will have seen that the team have taken a negative stance on the global economy and the oil markets. The Officials discuss the state of China, where data is showing indicato…

1
The Acolyte Caiu, Mas o Entretenimento Não Para: Nossas Impressões | DERIVADOCAST #386 1:18:38

1M ago1:18:38

1:18:38

No episódio de hoje do DerivadoCast, estamos recheados de novidades e reviravoltas do mundo do entretenimento! 🚀Começamos comentando sobre o esperado cancelamento de The Acolyte, que, devido à péssima audiência, acabou sendo mais uma baixa no universo das séries. Também mergulhamos nas novas produções da Apple TV+, Bad Monkey e Os Provocadores, que…

1
The CEO's Address with Greg Newman | Breaking the Wall of Silence 32:26

1M ago32:26

32:26

Last week Greg discussed the role of hedge funds and their impact on oil markets in the past year. There has been plenty of hearsay and gossip from within the industry in response to the publishing arm of Onyx Capital Group, namely, The Officials. Host of The Officials and Director of Benchmarking, Jorge Montepeque, joins Group CEO Greg Newman to e…

1
Oil Insights with Harry Tchilinguirian | S1 E2 31:27

1M ago31:27

31:27

Welcome to the second episode of Oil Insights, hosted by Harry Tchilinguirian, Head of Research at Onyx, alongside co-hosts Mita Chaturvedi and Vincent Wu, members of the research team at Onyx. The oil market started last week on a strong note, only to finish on a whimper trading sub-80s last Friday. Geopolitics early last week did help uplift pric…

1
Macro Mondays LIVE | Mixed Signals 28:02

1M ago28:02

28:02

RBNZ cut rates 25bp in a largely unexpected move. Meanwhile, there's some weak data out of the U.S.: Core goods CPI has plunged even further into deflation (-1.9% YoY), with PPI and industrial production also weak. On the other hand, U.S. retail sales are up and initial jobless claims are down. Euro area industrial production has fallen 0.1%MoM and…

1
The Officials: Data is Conflictive | S1 E5 18:44

1M ago18:44

18:44

The Officials are back to discuss the latest market developments in the past week. You can also read The Officials latest report What goes up must come down, says wise ops guy here; https://www.onyxhub.co/news/all/the-officials-what-goes-up-must-come-down-says-wise-ops-guy/ This week, the API showed crude inventories going up by 5.2/million bbl. Up…

1
DERIVADOCAST: ESPECIAL DIA DOS PAIS COM GABRIEL & ALMIR SATER + NOVOS LANÇAMENTOS NO CINEMA! #385 1:20:13

1M ago1:20:13

1:20:13

O DerivadoCast teve a honra de participar de um dos melhores shows musicais do Brasil! Gabriel Sater e seu pai, a lenda Almir Sater, fizeram um espetáculo emocionante em homenagem ao Dia dos Pais, e nós estivemos lá para compartilhar cada detalhe com você.E como não poderia faltar, nossos amiguinhos fizeram sua tradicional visita ao cinema e discut…

1
The CEO's Address with Greg Newman | Pilot 36:53

1M ago36:53

36:53

Greg Newman, Group Chief Executive of Onyx Capital Group, launches the new podcast, CEO Breakdown. In today's episode, Greg dives into the myriad of changes happening at Onyx right now - including gearing up for the launch of Onyx Markets to provide retail investors with transparent access to the oil swaps market , as well as more educational resou…

1
Voluntary Carbon Credit Derivatives: an introduction to Voluntary Carbon Markets 22:02

30d ago22:02

22:02

In this episode, part of the discussions inspired by The Law of ESG Derivatives: Risk, Uncertainty, and Sustainable Finance, published by Routledge in 2024, we dive into the rapidly evolving world of Voluntary Carbon Markets (VCM) and explore the exciting opportunities presented by Voluntary Carbon Credit Derivatives. As global efforts to combat cl…

1
Oil Insights | Pilot Episode 30:49

1M ago30:49

30:49

Welcome to the pilot episode of Oil Insights, hosted by Harry Tchilinguirian, Head of Research at Onyx, alongside co-hosts Martha Dowding and Vincent Wu, Research Associates at Onyx. The oil market has been on a wild ride in the past week and change, selling off violently amidst unwinds in other classes, notably FX and the Yen carry trade. The risk…

1
MACRO MONDAYS LIVE | Japanese Stock Crash & Bitcoin Sell-Off 36:19

1M ago36:19

36:19

Macro Specialist James Brodie and Direct Trader James Todd weigh in on the macro markets’ moves over the past week on the back of the data released last week including central bank rate hikes and cuts, U.S. ISM manufacturing and serviced data and U.S. employment data. U.S. employment data was weak, with only 114000 jobs created in July and unemploy…

1
Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar 1:14:22

1M ago1:14:22

1:14:22

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 deleveragin…

1
The Officials: The Cobras are Biting | S1 E4 12:12

1M ago12:12

12:12

It's been a very serious week. Japan had a major collapse on Monday, with Nikkei coming off by 12% overnight - which has been the worst day of index since 1987. The Nikkei moved into a loss position after significant gains this year. The outlook wasn't good for Japan, and this extended into Korea, who remained tight-lipped about their trading books…

1
FINAL EXPLOSIVO DE HOUSE OF THE DRAGON! | DERIVADOCAST #384 1:24:49

1M ago1:24:49

1:24:49

O grande evento do ano chega ao fim!Com o encerramento da segunda temporada de House of the Dragon, nossos amigos se reúnem para compartilhar suas opiniões agridoces sobre o desfecho inesperado. E, surpreendentemente, o Alezão finalmente deu uma chance a Andor!Tudo isso e muito mais no Derivado Cast! Não perca!*****00:00 - Abertura03:29 - Arouvenge…

1
We're not Estimating, We're Measuring - with Onyx Group Head of Research Harry Tchilinguirian 55:44

1M ago55:44

55:44

In this episode of the Onyx Leadership Series, Group Head of Research Harry Tchilinguirian discusses lessons from throughout his career, the evolution of oil analysis, Onyx's future, and more. Extend your analysis of oil derivatives with OTC oil swaps insights and enhance predictive accuracy using Onyx’s new Commitment of Traders Market Positioning…

1
Deadpool & Wolverine: O Evento Cinematográfico do Ano! | DerivadoCast FULL SPOILER #383 1:37:15

2M ago1:37:15

1:37:15

O evento cinematográfico mais esperado do ano chegou! "Deadpool & Wolverine" finalmente estreou, e não poderíamos deixar de comentar sobre essa união épica dos heróis da Marvel. Prepare-se para um episódio recheado de spoilers e análises detalhadas.Neste episódio do Derivado Cast, discutimos todas as cenas, surpresas e segredos do filme. Não perca …

1
The Officials: Just Sell it! | S1 E3 17:46

2M ago17:46

17:46

Join us for the third episode of The Officials, a new show from the team behind Onyx’s Benchmark Publication and helmed by Jorge Montepeque the architect of benchmarks and services that shape our world today, with guest speakers Harry Tchilinguirian, Vincent Wu and Will Cunliffe. The link to our latest publication of The Officials, can be found her…

1
Trading, an Elite Sport: Performance Psychology with Onyx Performance Director Chris Gooder 56:43

2M ago56:43

56:43

After working as a performance psychologist for Premier League players, F1 drivers, and more, Chris Gooder joins Onyx as Performance Director. Viewing trading as the closest thing in business to elite level sports, Chris talks with Group CEO Greg Newman about the behaviours, motivations, and psychological patterns common amongst successful individu…

1
The Officials: Apocalypse Now! | S1 E2 15:34

2M ago15:34

15:34

You’ve read The Officials, now hear it. Join us for the second episode of The Officials, a new show from the team behind Onyx’s Benchmark Publication and helmed by Jorge Montepeque the architect of benchmarks and services that shape our world today. Find our daily Officials reports at https://www.onyxhub.co/news/all/the-officials-asia-25-07-24/ #oo…

1
Leitura de Comentários e Emails (SciCast #590 a 592) 32:57

2M ago32:57

32:57

Sejam bem-vindos à leitura de emails e comentários do SciCast! Nesta nesta semana lemos os comentários sobre os episódios 590 a 592 do SciCast, emails recebidos, comentários do Spotify e do site do Deviante. Patronato do SciCast: 1. Patreon SciCast 2. Apoia.se/Scicast 3. Nos ajude via Pix também, chave: contato@scicast.com.br ou acesse o QRcode: Su…

1
Hedge Fund Quants Unlock the Power of Dispersion: Versor's Unique Cross-Sectional Relative Value Approach 1:10:51

2M ago1:10:51

1:10:51

In this episode of The Derivative, host Jeff Malec sits down with DeWayne Louis and Nishant Gurnanifrom 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…

1
SÉRIES IMPERDÍVEIS DA SEMANA | DERIVADOCAST: AS MELHORES NOVIDADES E DICAS DE SÉRIES #382 1:36:08

2M ago1:36:08

1:36:08

A MAIORAL VOLTOU!!! The Bear já está entre nós e falamos tudo o que achamos dessa terceira temporada.Comentamos também os finais de duas séries não tão queridinhas do público: The Acolyte e The Boys. E não perca nossas opiniões sobre a série "A Casa do Dragão"! Neste episódio do DerivadoCast, discutimos as séries mais bombásticas da semana, damos n…

1
Oil: Pain, Volatility, Disruption | S6 E36 49:56

2M ago49:56

49:56

All of last week, Brent futures were comfortably trading at $85/bbl. Now (at time of recording), they're trading around $82.50/bbl. There is a definite bearish turn to the rangebound wave we were in last week. WTI has seen more bullish interest, and it's just entered negative handles in CTA data. WTI also sold off aggressively on 19th July from $81…

1
Macro Monday LIVE | Biden Withdraws from Presidential Race; Endorses Kamala Harris 31:17

2M ago31:17

31:17

Macro Specialist James Brodie and Research Analyst Harry Nedeljkovic weigh in on the latest news in the presidential campaign, discussing who the Democratic Party will select as a replacement for Joe Biden as their candidate, who will likely be chosen as a running mate, how Donald Trump’s could react, and subsequently how these critical decisions m…

1
UNIVERSAL | DISNEYLAND | HOTD | DERIVADOCAST #381 2:01:45

2M ago2:01:45

2:01:45

O Bubu voltou e com muita história pra contar!!!Com a volta do nosso querido Bubu, tivemos um extenso arouvengers contando todas asAventuras e presepadas nas idas aos parques de diversão dos mais diversos tipos.Tudo isso e muito mais no Derivado Cast que chegou para você!!!*****00:00 - Abertura05:13 - Bubuvengers01:11:14 - House of the Dragon Ep 50…

1
Desperately Searching for a Bullish Narrative | S6 E35 31:45

2M ago31:45

31:45

Although the market and the narrative want to be bullish, there's no impetus for it to be there. It's a weak week in Brent futures, after being within in touching distance of $88/bbl. We've seen both long and short prod/merc in Brent 200mb in 2 weeks in Sep 0I. The team explains why bearish economic data from China is adding to the pressure of oil …

1
Macro Mondays | The Impact of Trump’s Attempted Assassination on the Market 21:49

2M ago21:49

21:49

U.S. CPI was lower than expected, (-0.1% MoM, 3.0% YoY), while U.S. PPI came in higher than expected (U.S. June producer prices rise 2.6% Y/Y; EST. +2.3%). Chinese CPI was on the cusp of deflation again (CPI +0.2% YoY, PPI -0.8% YoY) and Chinese GDP and retail sales were weaker than expected (Q2 GDP 4.7% y/y estimated +5.1%). James and Harry dive i…

1
O MELHOR EPISÓDIO DE HOUSE OF THE DRAGON E DICAS DE FILMES | DERIVADOCAST #380 1:44:09

2M ago1:44:09

1:44:09

O Derivado Cast voltou!!! Depois de uma semaninha fora por problemas de saúde do nosso Alêzão, ele volta agora pra contar todas as presepadas no hospital (com direito a alucinações!). Apesar de alguns filmes como Um Lugar Silencioso: Dia 1 e Um Tira da Pesada 4, Também falamos de algumas séries recorrentes do momento, como The Boys, House of The Dr…

1
Searching for Signals | S6 E34 41:24

2M ago41:24

41:24

Brent futures climbed towards $88 before settling around $85.50. Money managers increased their long positions in Brent for the third consecutive week, indicating bullish sentiment European M1 refinery margins softened in the week but remained profitable at $6.40/bbl. Products saw weakness across the barrel but the upcoming hurricane season and pot…

1
Macro Mondays | Impact of Elections in the UK and France 26:48

3M ago26:48

26:48

Today, macro specialist James Brodie and research analyst Harry Nedeljkovic discuss Sunday’s French legislative election second round and Thursday’s UK General Election followed by their respective impacts on global markets and geopolitics. James and Harry also cover US ISM manufacturing and services PMI data for June, FOMC minutes, German and Fren…

1
What's Manufacturing Got To Do With It? | S6 E33 29:32

3M ago29:32

29:32

Brent crude prices have had a strong week, continuing to rally at $87/bbl. The latest CFTC data indicates that the market has become balanced and neutral in positioning. This presents an opportunity for bullish investors to take action, with legacy positions and new entrants supporting this trend. However, macroeconomic news doesn't fully support t…

1
Macro Mondays | Aviation Shares Plummet and French Election Impact 33:51

3M ago33:51

33:51

Today, Macro specialist James Brodie and Research Analyst Harry Nedeljkovic discuss the impact of the first round of results of the French election, along with the upcoming UK and US elections and their economic impacts. James and Harry also cover the Japanese Yen, European inflation, and Guyana's economic growth due to Exxon and partners' investme…

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