# The Derivative Page: https://stenobird.com/podcast/the-derivative-1211538 Text version: https://stenobird.com/podcast/the-derivative-1211538.md RSS feed: https://anchor.fm/s/11908b3c/podcast/rss Official site: https://www.rcmalternatives.com/the-derivative-podcast-2/ Author: RCM Alternatives Episodes: 233 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-derivative-1211538 Markdown: https://stenobird.com/podcast/the-derivative-1211538.md ## Episodes - [Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech](https://stenobird.com/podcast/the-derivative-1211538/too-basic-to-notice-too-big-to-ignore-tom-ferguson-on-the-vc-opportunity-in-water-tech) — 2026-07-09T19:25:35+00:00 - [This City Trades Different: Yogi, the Floor, and Building RCM](https://stenobird.com/podcast/the-derivative-1211538/this-city-trades-different-yogi-the-floor-and-building-rcm) — 2026-06-25T15:56:36+00:00 - [How Chicago Became the World’s Options, Vol, and Derivatives Capital (with Cboe’s Rob Hocking & Mandy Xu)](https://stenobird.com/podcast/the-derivative-1211538/how-chicago-became-the-world-s-options-vol-and-derivatives-capital-with-cboe-s-rob-hocking-mandy-xu) — 2026-06-18T16:44:27+00:00 - [Inside $2B of Chicago Real Estate: Tommy Choi on Housing, Migration, and Millennials](https://stenobird.com/podcast/the-derivative-1211538/inside-2b-of-chicago-real-estate-tommy-choi-on-housing-migration-and-millennials) — 2026-06-11T18:20:32+00:00 - [“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US - with Kurt Nelson & Natalie Scott-Gray](https://stenobird.com/podcast/the-derivative-1211538/dr-copper-from-chilean-mines-to-chinese-smelters-to-ai-data-centers-in-the-us-with-kurt-nelson-natalie-scott-gray) — 2026-05-28T15:53:08+00:00 - [The Doctor who Traded Pork Bellies: Patrick Welton's Journey from Stanford Oncologist to one of Trend Following's Quiet Legends](https://stenobird.com/podcast/the-derivative-1211538/the-doctor-who-traded-pork-bellies-patrick-welton-s-journey-from-stanford-oncologist-to-one-of-trend-following-s-quiet-legends) — 2026-05-21T17:39:16+00:00 - [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](https://stenobird.com/podcast/the-derivative-1211538/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) — 2026-05-14T16:54:35+00:00 - [Crisis Alpha, Cocoa Trends, and Correlated Trendlessness: Inside Aspect Capital’s Strategy with Christopher Reeve](https://stenobird.com/podcast/the-derivative-1211538/crisis-alpha-cocoa-trends-and-correlated-trendlessness-inside-aspect-capital-s-strategy-with-christopher-reeve) — 2026-05-07T19:08:16+00:00 - [Status of Alternatives - A Live Recording from Uncorrelated Puerto Rico](https://stenobird.com/podcast/the-derivative-1211538/status-of-alternatives-a-live-recording-from-uncorrelated-puerto-rico) — 2026-04-30T19:00:24+00:00 - [Spring Six Pack talking Florida Conferences, Bonds, AI & Hand Dryers](https://stenobird.com/podcast/the-derivative-1211538/spring-six-pack-talking-florida-conferences-bonds-ai-hand-dryers) — 2026-04-16T17:21:23+00:00 - [The Hedge Fund that Polls Regular People Where Markets Are Going ?](https://stenobird.com/podcast/the-derivative-1211538/the-hedge-fund-that-polls-regular-people-where-markets-are-going) — 2026-04-09T18:09:40+00:00 - [Oil, War, and the Strait of Hormuz: What current events look like through the eyes of an energy trader](https://stenobird.com/podcast/the-derivative-1211538/oil-war-and-the-strait-of-hormuz-what-current-events-look-like-through-the-eyes-of-an-energy-trader) — 2026-04-02T20:52:11+00:00 - [OpenSnow’s Joel Gratz built a Pod Shop for Powder Days: the PMs are Meteorologists and the Returns are Faceshots. Send It!](https://stenobird.com/podcast/the-derivative-1211538/opensnow-s-joel-gratz-built-a-pod-shop-for-powder-days-the-pms-are-meteorologists-and-the-returns-are-faceshots-send-it) — 2026-03-26T16:50:15+00:00 - [Drone Wars, Space Intelligence, and AI-powered Defense Tech Investing with Ian Winer of Center15 Capital](https://stenobird.com/podcast/the-derivative-1211538/drone-wars-space-intelligence-and-ai-powered-defense-tech-investing-with-ian-winer-of-center15-capital) — 2026-03-12T16:23:23+00:00 - [SuperCars, Salad, and Sumo Wrestlers: Inside OneRiver’s Systematic Risk Mitigation Playbook with Patrick Kazley](https://stenobird.com/podcast/the-derivative-1211538/supercars-salad-and-sumo-wrestlers-inside-oneriver-s-systematic-risk-mitigation-playbook-with-patrick-kazley) — 2026-03-05T16:34:53+00:00 - [Carry, Calendar Spreads, and Climate: Bruce Sinclair on the Future of Grain Markets](https://stenobird.com/podcast/the-derivative-1211538/carry-calendar-spreads-and-climate-bruce-sinclair-on-the-future-of-grain-markets) — 2026-02-26T17:38:34+00:00 - [Going Nuclear: How Uranium is Powering Portfolios with Trevor Hall & Justin Huhn](https://stenobird.com/podcast/the-derivative-1211538/going-nuclear-how-uranium-is-powering-portfolios-with-trevor-hall-justin-huhn) — 2026-02-19T20:03:44+00:00 - [Defensive Equity, Flex Options, and the Future of Quant at PGIM](https://stenobird.com/podcast/the-derivative-1211538/defensive-equity-flex-options-and-the-future-of-quant-at-pgim) — 2026-02-12T18:13:37+00:00 - [Timing, Triggers & Transparency: Inside Potomac Funds’ Tactical Investing Playbook with Dan Russo](https://stenobird.com/podcast/the-derivative-1211538/timing-triggers-transparency-inside-potomac-funds-tactical-investing-playbook-with-dan-russo) — 2026-01-29T18:45:59+00:00 - [From Venezuelan Oil to Nuclear Frontiers: Navigating Resource Markets with Robert Mullin](https://stenobird.com/podcast/the-derivative-1211538/from-venezuelan-oil-to-nuclear-frontiers-navigating-resource-markets-with-robert-mullin) — 2026-01-22T19:01:49+00:00 - [The 2025 market review draft, talking Bears, Crypto Cycles & AI Paradoxes with David Dziekanski & Zed Francis](https://stenobird.com/podcast/the-derivative-1211538/the-2025-market-review-draft-talking-bears-crypto-cycles-ai-paradoxes-with-david-dziekanski-zed-francis) — 2026-01-15T22:30:25+00:00 - [Signing Off for 2025: The Derivative Returns in January!](https://stenobird.com/podcast/the-derivative-1211538/signing-off-for-2025-the-derivative-returns-in-january) — 2025-12-11T17:56:10+00:00 - [Building a Commodity Trader Multi-Strat with Tom Holliday of HIP investment](https://stenobird.com/podcast/the-derivative-1211538/building-a-commodity-trader-multi-strat-with-tom-holliday-of-hip-investment) — 2025-11-20T17:12:51+00:00 - [When the Gales of November Come Early: the Wreck of the Edmund Fitzgerald, and Modern Maritime Trade with Sal Mercogliano](https://stenobird.com/podcast/the-derivative-1211538/when-the-gales-of-november-come-early-the-wreck-of-the-edmund-fitzgerald-and-modern-maritime-trade-with-sal-mercogliano) — 2025-11-13T16:42:27+00:00 - [Volatility's Heartbeat, the AI Boom, and MJ’s Bulls with Equity Armor’s Brian Stutland](https://stenobird.com/podcast/the-derivative-1211538/volatility-s-heartbeat-the-ai-boom-and-mj-s-bulls-with-equity-armor-s-brian-stutland) — 2025-11-06T15:40:01+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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