Podcast

The Derivative

Author: RCM Alternatives
Feed episode count: 233
Official site: https://www.rcmalternatives.com/the-derivative-podcast-2/
RSS: https://anchor.fm/s/11908b3c/podcast/rss
JSON: /v1/public/podcasts/the-derivative-1211538
Markdown: /podcast/the-derivative-1211538.md

Summary

Welcome to The Derivative by RCM Alternatives, where we dive into what makes alternative investments go, analyze the strategies of unique hedge fund managers, and chat with interesting guests from across the investment world. Hosted by RCM Managing Partner, Jeff Malec, join us to take a ride through the world of alternative investments.

Episodes

Jul 9, 2026 · not_requested

Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech

Duration seconds: 4655
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Too-Basic-to-Notice--Too-Big-to-Ignore-Tom-Ferguson-on-the-VC-Opportunity-in-Water-Tech-e3lsd4u

HTML Markdown JSON

Jun 25, 2026 · not_requested

This City Trades Different: Yogi, the Floor, and Building RCM

Duration seconds: 4671
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/This-City-Trades-Different-Yogi--the-Floor--and-Building-RCM-e3l97qe

HTML Markdown JSON

Jun 18, 2026 · not_requested

How Chicago Became the World’s Options, Vol, and Derivatives Capital (with Cboe’s Rob Hocking & Mandy Xu)

Duration seconds: 4648
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/How-Chicago-Became-the-Worlds-Options--Vol--and-Derivatives-Capital-with-Cboes-Rob-Hocking--Mandy-Xu-e3kvihm

HTML Markdown JSON

Jun 11, 2026 · not_requested

Inside $2B of Chicago Real Estate: Tommy Choi on Housing, Migration, and Millennials

Duration seconds: 4939
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Inside-2B-of-Chicago-Real-Estate-Tommy-Choi-on-Housing--Migration--and-Millennials-e3klopc

HTML Markdown JSON

May 28, 2026 · not_requested

“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US - with Kurt Nelson & Natalie Scott-Gray

Duration seconds: 4123
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Dr--Copper-From-Chilean-Mines-to-Chinese-Smelters-to-AI-Data-Centers-in-the-US---with-Kurt-Nelson--Natalie-Scott-Gray-e3k1713

HTML Markdown JSON

May 21, 2026 · not_requested

The Doctor who Traded Pork Bellies: Patrick Welton's Journey from Stanford Oncologist to one of Trend Following's Quiet Legends

Duration seconds: 5867
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/The-Doctor-who-Traded-Pork-Bellies-Patrick-Weltons-Journey-from-Stanford-Oncologist-to-one-of-Trend-Followings-Quiet-Legends-e3jn5v4

HTML Markdown JSON

May 14, 2026 · not_requested

Painting Corners to Protecting Portfolios: Former MLB pitcher Scott Karl on How Athletes Blow the Money, Alts, the Mental Side of Performance, and the NIL Era

Duration seconds: 5277
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Painting-Corners-to-Protecting-Portfolios-Former-MLB-pitcher-Scott-Karl-on-How-Athletes-Blow-the-Money--Alts--the-Mental-Side-of-Performance--and-the-NIL-Era-e3jcdvo

HTML Markdown JSON

May 7, 2026 · not_requested

Crisis Alpha, Cocoa Trends, and Correlated Trendlessness: Inside Aspect Capital’s Strategy with Christopher Reeve

Duration seconds: 4002
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Crisis-Alpha--Cocoa-Trends--and-Correlated-Trendlessness-Inside-Aspect-Capitals-Strategy-with-Christopher-Reeve-e3j21u5

HTML Markdown JSON

Apr 30, 2026 · not_requested

Status of Alternatives - A Live Recording from Uncorrelated Puerto Rico

Duration seconds: 3035
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Status-of-Alternatives---A-Live-Recording-from-Uncorrelated-Puerto-Rico-e3inbmi

HTML Markdown JSON

Apr 16, 2026 · not_requested

Spring Six Pack talking Florida Conferences, Bonds, AI & Hand Dryers

Duration seconds: 1721
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Spring-Six-Pack-talking-Florida-Conferences--Bonds--AI--Hand-Dryers-e3i0nvp

HTML Markdown JSON

Apr 9, 2026 · not_requested

The Hedge Fund that Polls Regular People Where Markets Are Going ?

Duration seconds: 4836
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/The-Hedge-Fund-that-Polls-Regular-People-Where-Markets-Are-Going-e3hltbj

HTML Markdown JSON

Apr 2, 2026 · not_requested

Oil, War, and the Strait of Hormuz: What current events look like through the eyes of an energy trader

Duration seconds: 2905
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Oil--War--and-the-Strait-of-Hormuz-What-current-events-look-like-through-the-eyes-of-an-energy-trader-e3hblds

HTML Markdown JSON

Mar 26, 2026 · not_requested

OpenSnow’s Joel Gratz built a Pod Shop for Powder Days: the PMs are Meteorologists and the Returns are Faceshots. Send It!

Duration seconds: 4666
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/OpenSnows-Joel-Gratz-built-a-Pod-Shop-for-Powder-Days-the-PMs-are-Meteorologists-and-the-Returns-are-Faceshots--Send-It-e3h0q12

HTML Markdown JSON

Mar 12, 2026 · not_requested

Drone Wars, Space Intelligence, and AI-powered Defense Tech Investing with Ian Winer of Center15 Capital

Duration seconds: 4261
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Drone-Wars--Space-Intelligence--and-AI-powered-Defense-Tech-Investing-with-Ian-Winer-of-Center15-Capital-e3gbjf0

HTML Markdown JSON

Mar 5, 2026 · not_requested

SuperCars, Salad, and Sumo Wrestlers: Inside OneRiver’s Systematic Risk Mitigation Playbook with Patrick Kazley

Duration seconds: 5317
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/SuperCars--Salad--and-Sumo-Wrestlers-Inside-OneRivers-Systematic-Risk-Mitigation-Playbook-with-Patrick-Kazley-e3g02kv

HTML Markdown JSON

Feb 26, 2026 · not_requested

Carry, Calendar Spreads, and Climate: Bruce Sinclair on the Future of Grain Markets

Duration seconds: 3296
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Carry--Calendar-Spreads--and-Climate-Bruce-Sinclair-on-the-Future-of-Grain-Markets-e3flg9r

HTML Markdown JSON

Feb 19, 2026 · not_requested

Going Nuclear: How Uranium is Powering Portfolios with Trevor Hall & Justin Huhn

Duration seconds: 3830
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Going-Nuclear-How-Uranium-is-Powering-Portfolios-with-Trevor-Hall--Justin-Huhn-e3fb0qe

HTML Markdown JSON

Feb 12, 2026 · not_requested

Defensive Equity, Flex Options, and the Future of Quant at PGIM

Duration seconds: 3384
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Defensive-Equity--Flex-Options--and-the-Future-of-Quant-at-PGIM-e3f0ovu

HTML Markdown JSON

Jan 29, 2026 · not_requested

Timing, Triggers & Transparency: Inside Potomac Funds’ Tactical Investing Playbook with Dan Russo

Duration seconds: 3995
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Timing--Triggers--Transparency-Inside-Potomac-Funds-Tactical-Investing-Playbook-with-Dan-Russo-e3ecad7

HTML Markdown JSON

Jan 22, 2026 · not_requested

From Venezuelan Oil to Nuclear Frontiers: Navigating Resource Markets with Robert Mullin

Duration seconds: 4077
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/From-Venezuelan-Oil-to-Nuclear-Frontiers-Navigating-Resource-Markets-with-Robert-Mullin-e3e1qqa

HTML Markdown JSON

Jan 15, 2026 · not_requested

The 2025 market review draft, talking Bears, Crypto Cycles & AI Paradoxes with David Dziekanski & Zed Francis

Duration seconds: 3581
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/The-2025-market-review-draft--talking-Bears--Crypto-Cycles--AI-Paradoxes-with-David-Dziekanski--Zed-Francis-e3dnel5

HTML Markdown JSON

Dec 11, 2025 · not_requested

Signing Off for 2025: The Derivative Returns in January!

Duration seconds: 227
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Signing-Off-for-2025-The-Derivative-Returns-in-January-e3c7k3g

HTML Markdown JSON

Nov 20, 2025 · not_requested

Building a Commodity Trader Multi-Strat with Tom Holliday of HIP investment

Duration seconds: 4639
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Building-a-Commodity-Trader-Multi-Strat-with-Tom-Holliday-of-HIP-investment-e3b87rr

HTML Markdown JSON

Nov 13, 2025 · not_requested

When the Gales of November Come Early: the Wreck of the Edmund Fitzgerald, and Modern Maritime Trade with Sal Mercogliano

Duration seconds: 3425
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/When-the-Gales-of-November-Come-Early-the-Wreck-of-the-Edmund-Fitzgerald--and-Modern-Maritime-Trade-with-Sal-Mercogliano-e3au2g6

HTML Markdown JSON

Nov 6, 2025 · not_requested

Volatility's Heartbeat, the AI Boom, and MJ’s Bulls with Equity Armor’s Brian Stutland

Duration seconds: 3862
Source: https://podcasters.spotify.com/pod/show/rcm-alts-the-derivative/episodes/Volatilitys-Heartbeat--the-AI-Boom--and-MJs-Bulls-with-Equity-Armors-Brian-Stutland-e3ajm33

HTML Markdown JSON