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O Derivado Cast é o encontro semanal imperdível de Alexandre Bonfá, Michel Arouca e Bruno Clemente, três amigos apaixonados por séries, cinema e cultura pop. Com muita descontração, humor e análises afiadas, eles mergulham nas últimas novidades e bastidores do entretenimento. Se você curte debates sinceros e quer ficar por dentro do que realmente vale a pena assistir, o Derivado Cast é o podcast para você
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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O pior podcast do Brasil.
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Derivadas, a leitura de emails e comentários do Scicast, Contrafactual e Spin de Notícias.
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Dicen que somos lo que comemos. Nosotros somos lo que producimos: análisis político para la gente de a pie. Un programa para entender por qué no somos un país de mierda.
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Car Talk for data science.
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The Law of ESG Derivatives and ‘Regulation and Supervision of the OTC Derivatives Market’ 📙📕
Ligia Catherine Arias B
These podcasts series will deliver to you the main ideas discussed in the book Regulation and Supervision of the OTC Derivatives Market written by Dr. Ligia Catherine Arias-Barrera, published by Routledge in 2018, and ranked third within the best new banking law books to read in 2018 and 2019 by BookAuthority. In 2024 this podcast explores the key discussions of the book The Law of ESG Derivatives: Risk, Uncertainty and Sustainable Finance by Dr. Ligia Catherine Arias-Barrera. (Routledge, 2024)
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Duna Brilha, Gladiador Gera Debate e o Alezão Traz Histórias com Croissant! | DERIVADOCAST #399
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🎙️ DerivadoCast da Semana: Alezão, Eurotrip e o Melhor (e Pior) do Entretenimento! 🎉 Garanta já seus ingressos para o Derifest! 🎉 Não perca a chance de estar conosco nesse evento épico e aproveite enquanto ainda temos ingressos disponíveis! Link de compra na descrição!Link para compra - https://www.sympla.com.br/derifest-2024__2697551 🌟Prepare-se p…
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The Officials with Jorge Montepeque: You be the Judge | S1 E17
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In this episode of The Officials, Jorge, Ed, Will, and Mita dive deeper into the evolving world of electric vehicles and how they're affecting the energy markets. In China, data is highlighting surging sales of new EV models and insurance registrations - likely thanks to the rapid advancements in quality and affordability. They also touch on how br…
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The CEO's Address with Greg Newman | Vicky Chen on the Rise of Direct Trading
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Group CEO Greg Newman is joined by Onyx Direct Trader Vicky Chen for a special episode of the CEO's Address. Vicky discusses the experience and learnings she's gained since she joined Onyx seven years ago with no prior direct trading experience. As Vicky's been with Onyx, the team has expanded to provide enhanced direct trading services in more lan…
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Oil insights with Harry Tchilinguirian | Is Trump Bearish for Oil? | S1 E14
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This episode of Oil Insights was recorded on 19th November, 2024 at 1:30pm GMT. Onyx Research Associate Martha Dowding joins Group Head of Research Harry Tchilinguirian to discuss price action in the oil market over the past week. In the two weeks since Trump's election, oil price has seen little movement, while the equity market has seen remarkabl…
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Trading Corner | But Why Isn't Brent Stronger? | Ep 10
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This week on Trading Corner, Senior Oil Derivatives Trader, James Anderson discusses key developments in the oil market with Head of Desk, Manny Newman. They dive into post-election market dynamics, refinery margins, and the impact of seasonal turnaround cycles. James shares insights on the Brent vs. Products spreads, China’s influence on global cr…
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Macro Mondays | REPLAY | DOGE and Bitcoin TAKE OFF 🚀 | 18|11|24
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This episode of Macro Mondays aired live at 12:30pm GMT on Monday, the 18th of November. Tune in Mondays at 12:30pm UK time to watch Macro Mondays live. On today's episode, James and Will dive into the latest macroeconomic developments shaping global markets. Last week, Bitcoin, S&P 500, and NASDAQ hit all-time highs - but whether this rally will c…
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The Polymath Pod: Jason Buck and Zed Francis talk rates, vol, and cheeseburgers?!
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To close out the 2024 season of the Derivative podcast, host Jeff Malec sits down with two friends of the pod, and friends of his - Jason Buck and Zed Francis - for a wide-ranging discussion on the state of the markets, the unpredictability of macro events, and the importance of understanding underlying structures and dynamics. The conversation beg…
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The Officials with Jorge Montepeque: OPEC Dumpster Fire | S1 E 16
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In this episode of The Officials, Jorge, Ed, Harinder and Dr. Wu explore the latest trends in global energy dynamics and political shifts, and deep dive into the rapidly changing landscape in China - where electric vehicles (EVs) are taking over, significantly impacting gasoline and diesel demand. They discuss startling stats, the shift to EVs in m…
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O QUE ROLOU na D23 Brasil + Yellowstone, Arcane e A Luta de Tyson e Jake Paul! | DERIVADOCAST #398
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No episódio de hoje do DerivadoCast, levamos você para dentro do maior evento Disney do ano no Brasil: a primeira edição da D23 no Brasil! 🎉🇧🇷 Foi simplesmente sensacional, e vamos contar todos os detalhes, bastidores e surpresas que rolaram por lá. Um verdadeiro paraíso para os fãs de Disney e Marvel! 🎬🌟E não paramos por aí! Yellowstone está de vo…
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Oil insights with Harry Tchilinguirian | Trading Trump | S1 E13
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This episode of Oil Insights was recorded on 12th November, 2024 at 12pm GMT. Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the direction of oil prices in the wake of President Donald Trump's election. The team reviews the potential outcomes of a second Trump pre…
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Trading Corner | Election Impact and Energy Markets: Navigating Uncertainty | Ep 9
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In this episode of Trading Corner Manny Newman and Jonah Van Bourg dive into the aftermath of the recent U.S. presidential election and its implications on the markets. They break down how a potential Trump administration could influence risk assets like equities and bitcoin, with conversations around short-term bullish expectations driven by polic…
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Macro Mondays | Markets React to Trump | 11|11|24
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This week, market volatility took centre stage, spurred by the perceived inflationary policies under Trump. His election victory led to a steepening yield curve, with 10-year yields surging nearly 19 basis points, and market-based inflation expectations—like 5-year breakevens—also jumped significantly. Equities responded optimistically, with the S&…
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Oil insights with Harry Tchilinguirian | We the People Have Chosen | S1 E12
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Group Head of Research, Harry Tchilinguirian, is joined by Chief Economist at Argus Media, David Fyfe for a special episode of Oil Insights. David brings over 30 years of experience in energy market analysis, from the International Energy Agency (IEA) to Gunvor and now Argus Media, where he delivers deep insights into oil market dynamics, geopoliti…
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Retail to Institutional: How David Sun Scaled His ODTE Options Strategies
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In this episode, Jeff Malec sits down with David Sun, an entrepreneur, trader, and fund manager with a unique journey into the world of options trading and alternative investments. David shares his unconventional path, starting as a retail trader experimenting with options strategies, particularly selling puts, before transitioning to professional …
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The Officials with Jorge Montepeque: Trump's Clean Sweep | S1 E15
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In this episode of The Officials, Jorge dials into the studio from Singapore to join Research Analysts Ed Hayden-Briffett and Will Cunliffe. This week, the team discuss Trump's sweep of the US election - and what this means for the economy, from what we've seen already to what's to come in the next four years. They discuss potential shifts in US gr…
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SÉRIES QUE VOLTARAM COM TUDO! LIONESS, TULSA KING E FINAL DE ONLY MURDERS! | DERIVADOCAST #397
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No episódio de hoje do DerivadoCast, vamos direto para o que está pegando fogo nas telas! 🔥 Conversamos sobre a volta de três grandes séries: Tulsa King e Lioness no Paramount+, e A Diplomata na Netflix, que retornam com tudo e continuam liderando o interesse dos fãs! 💥Além disso, analisamos o final de Agatha Desde Sempre, que, mesmo sendo uma séri…
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Oil insights with Harry Tchilinguirian | Waiting for Uncle Sam | S1 E11
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On this episode of Oil Insights, Group Head of Research, Harry Tchilinguirian and Research Associates Martha Dowding and Vincent Wu cover the potential implications of the 2024 U.S. Presidential election on the oil market, particularly focusing on foreign policy towards sanctioned countries like Iran, Venezuela, and Russia, as well as key Middle Ea…
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Macro Mondays | Is the Trump Trade Unwinding? | 04|11|24
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This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November. On today's episode, James Todd is joined by Research Analyst Will Cunliffe - as James Brodie is travelling - to dive into the latest macroeconomic developments shaping global markets. They discuss whether we're seeing an unwinding of the "Trump trade" as gold a…
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The Officials with Jorge Montepeque: Sucker Time | S1 E14
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In this episode of The Officials, Jorge dials into the studio from Beijing to join Harry, Ed, and Will. The team dive into key market developments over the past week, including movements in the Chinese economy and updates on Chinese demand forecasts. They also explore how people will be trading as we enter US election week - and what the risks are.…
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Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
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In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into the firm's unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares insights …
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Trading Corner | It's Not Over Yet | Ep 8
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In this episode of Trading Corner, Manny and Jonah analyse recent market trends and trading strategies - from fluctuating geopolitical risk, to upcoming OPEC decisions, an uptick in physical demand, and more.Bởi Greg Newman
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🚨Polêmicas de Territory, Vox Machina Épico e Críticas de Venom 3 no DerivadoCast! #396
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🎉 Garanta já seus ingressos para o Derifest! 🎉 Não perca a chance de estar conosco nesse evento épico e aproveite enquanto ainda temos ingressos disponíveis! Link de compra na descrição!Link para compra - https://www.sympla.com.br/derifest-2024__2697551No episódio de hoje do DerivadoCast, mergulhamos em mais uma bomba da Netflix: Territory, a série…
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The CEO's Address with Greg Newman | Matt Aspin on the Generational Shift
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Group CEO Greg Newman is joined by Matt Aspin, Onyx Graduate Recruitment Lead, for a special episode of the CEO's Address to explore the generational shift in the industry - and within Onyx - as new graduates join. Matt gives insight into the evolution of the graduate job market, from pre-pandemic to current day. He and Greg discuss what Onyx looks…
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Oil insights with Harry Tchilinguirian | Has the Dust Settled? | S1 E10
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This episode of Oil Insights was recorded on 29th October, 2024 at 11am GMT. Onyx Research Associates Mita Chaturvedi and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry, Mita and Vincent discuss recent disruption in the oil market due to …
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Macro Mondays | LIVE | OIL PRICE DOWN FROM ISRAEL-IRAN ATTACK | 28|10|24
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Join us LIVE with James Brodie and James Todd for Macro Mondays. On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. Oil prices have seen a significant drop off following Israel's targeted strikes on Iranian defense systems. The US 30-year mortgage rate is up to 7.25%, marking the …
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The Officials with Jorge Montepeque: Squeeze Time | S1 E13
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In this episode of The Officials, Jorge, Ed, and Will dive into key market developments affecting energy, commodities, and the broader global economy. They discuss the recent volatility in the Dated Brent benchmark following the inclusion of WTI, and how this shift is creating discrepancies between physical and futures markets. They also explore co…
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A SÉRIE QUE ESTÁ DOMINANDO O PRIME VIDEO - CONFIRA NOSSO PAPO! | DERIVADOCAST #395 #primevideo
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Hoje no DerivadoCast, mergulhamos de cabeça no episódio 9 de Vox Machina, reafirmando nosso amor incondicional por essa série incrível que só melhora! 🛡️⚔️ Prepare-se para um papo cheio de emoções e análises!Também comentamos sobre o episódio 5 de O Pinguim, que continua se superando e nos deixando na expectativa! 🐧🔥 Não dá pra perder!E claro, prec…
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Oil insights | Geopolitical Risk: Down But Not Out | S1 E9
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In this episode of Oil Insights, Martha Dowding hosts and is joined by fellow Research Associate, Mita Chaturvedi to analyse recent movements in oil prices, with a focus on Brent crude, (trading at $75/bbl at time of recording). Martha and Mita discuss three primary factors influencing prices at the moment: the potential for geopolitical flare-ups,…
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Macro Mondays | LIVE | Elon Musk's Controversial Support for Trump | 21|10|24
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On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. The U.S. housing market faces steep challenges as mortgage applications drop by 17%, and the 30-year mortgage rate hits 7.25% - the highest since July. Across the Atlantic, UK house prices show slower growth at 0.3% month-on-month…
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Carmika Partners Unpack the August Volatility Spike and Complexities of Options Trading
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In this episode, we explore the world of options trading with Martin Vestergaard and Michael Cameron from Carmika Partners. The conversation begins with an in-depth analysis of the volatility spike that occurred in early August, as Vestergaard and Cameron share their insights on the market dynamics and the impact on their trading strategies. The di…
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Séries Subestimadas e Grandes Estreias: Apple, Netflix e Disney+! | DerivadoCast #394
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No episódio de hoje do DerivadoCast, mergulhamos em séries que merecem mais atenção! 🎬💡Começamos com duas produções da Apple TV+: Disclaimer e a nova temporada de Slow Horses. Excelentes séries, mas que, infelizmente, passam despercebidas aqui no Brasil, já que a Apple TV+ parece não investir muito em divulgação por aqui. 😅No Prime Video, criticamo…
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Oil insights with Harry Tchilinguirian | Naphtha's Technicolour Dreamcoat | S1 E8
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In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Isra…
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Trading Corner | Don't Get Caught in the Bear Trap! | Ep 7
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Manny and Jonah analyse recent market trends and trading strategies in the oil sector. While the market has been relatively quiet but volatile, with crude oil prices settling in the high 70s per barrel, there is speculation around geopolitical risks - such as potential disruptions in the Strait of Hormuz and the impact of increased crude production…
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Macro Mondays | LIVE | Market Jitters and Election Betting | 14|10|24
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This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inf…
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Oil insights with Harry Tchilinguirian | Geopolitics Strikes Back | S1 E7
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For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil mar…
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The Officials with Jorge Montepeque: Geopolitical Risk & Global Economic Dynamics | S1 E12
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In today's episode of The Officials, Jorge, Harry, Ed and Will discuss geopolitical tensions in the Middle East, involving Israel, Iran, and other regional players, as well as the broader economic landscape and its effects on oil prices. Jorge recounts his recent travels to the region, noting observations of missile attacks and the vulnerability of…
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POLÊMICAS, RISADAS E AVENTURAS ÉPICAS! VOX MACHINA, RIVAIS, CORINGA 2 | DERIVADOCAST #393
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🎯 Fala, galera do DerivadoCast! Antes de mais nada, queremos contar com vocês para ajudar o canal a bater a meta de 20k inscritos até o fim do ano! Então já se inscreve, ativa o sininho e vem com a gente nesse episódio recheado de discussões épicas! 🚀🎧Neste episódio, Michel Arouca está curtindo sua lua de mel, mas o Alezão e o Bolseiro seguram as p…
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The CEO's Address with Greg Newman | Mirko Ivanda on How Geopolitics Impacts Your Energy Bill
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Group CEO Greg Newman is joined by Mirko Ivanda, Co-Head of Power & Gas from the Onyx Switzerland office, for a special episode of the CEO’s Address. Together, they explore the intricate dynamics of power trading, focusing on how geopolitics fundamentally shapes supply and demand as well as the end-cost of our household energy bills. Mirko provides…
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Macro Mondays | LIVE | Middle Eastern tensions add Macroeconomic troubles | 07|10|24
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The week started with weak data, with global manufacturing PMIs contracting for the third straight month in September and with new orders dropping globally at the fastest rate in 11 months. But then services PMIs data surged higher, with the U.S. data at 54.9 (est 51.7) an 8-sigma beat. On Friday, payrolls unexpectedly surged +254K, way above expec…
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The Officials with Jorge Montepeque: The Market's Response to Iran's Attack on Israel | S1 E11
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Jorge is live from Dubai and discussing Iran's attack on Israel with locals. The attack against Israel came as no surprise. Talking to the people in Dubai, they feel Iran was very measured in their actions, going after military assets - not civilians - and the general feeling is that Israel is the wild-card. The question on people's lips right now …
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Is there Alpha in boring old Muni-Bonds, with Riverbend Capital
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In this episode of the Derivative podcast, our host JeffMalec sits down with Tim McGregor and Tom Hession from Riverbend Capital Advisors to dive deep into the world of municipal bonds. The discussion covers the unique inefficiencies and complexities of the $4 trillion muni bond market, which features over 75,000 different issuers across the countr…
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Anéis de Poder Brilha no Episódio 7 e Ninguém Quer é Hit na Netflix! | DerivadoCast #392
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🎙 No DerivadoCast de hoje: prepare-se para um episódio cheio de sabor, polêmicas e boas risadas! Começamos com o Arouvengers, onde o Bubu solta toda sua criatividade na cozinha! 🍲👨🍳 As histórias culinárias estão ficando irresistíveis!Em seguida, mergulhamos no fantástico episódio 7 de Os Anéis de Poder, que promete elevar ainda mais o hype dessa s…
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Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Flips on a Headline
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After the Brent front-month December contract started the day (UK time) testing the $70/bbl handle - seemingly ignoring tension in the Middle East - the market's flipped. The contract is trading above $73/bbl at time of filming after a Tweet led to a headline that an Iran strike on Israel may be imminent. Group Head of Research Harry Tchilinguirian…
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Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Testing $70/bbl Handle
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The market is falling out of bed this morning! Group Head of Research Harry Tchilinguirian analyses the current market, with the Brent front-month December contract testing the $70/bbl handle, the market seemingly disregarding tension in the Middle East, participants going net short based on macro developments in China, and more factors. What direc…
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Macro Mondays | LIVE | Chinese Stocks Soar Despite Mixed Data | 30|09|24
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Last week, there was a string of aggressive stimulus announced in China. Existing mortgage loan rates cut, 7-day reverse repo rate dropped by 20bps, minimum downpayment requirement for second homes falling to 15%. Simultaneously, China announced it will allow securities firms, funds and insurers to tap PBOC funds to buy stocks. We have seen the CSI…
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The Officials with Jorge Montepeque: This is the End | S1 E10
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22:46
Jorge is back from Asia, and his findings from Singapore, China and Vietnam are stark. Building construction and industrial demand has slowed down significantly. The slow-down in China is serious, and the West is yet to see and understand the enormity of the change. The noise on the streets of Shanghai is no longer the sound of motor engines, but j…
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Gabriel Sater Surpreende com seu Lado Nerd | DerivadoCast Especial #391
1:36:51
1:36:51
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1:36:51
No episódio especial de hoje do DerivadoCast, tivemos a honra de receber o talentosíssimo Gabriel Sater! Além de ser um grande músico e nosso amigo querido, Gabriel nos surpreendeu com seu vasto conhecimento nerd. Falamos sobre suas paixões geek e, claro, trocamos ideias sobre o que ele gosta de escutar no dia a dia.No mundo das séries, mergulhamos…
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Oil insights with Harry Tchilinguirian | Are 70s the New 80s? | S1 E6
27:20
27:20
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27:20
This episode of Oil Insights was recorded on 25th September, 2024 at 10am BST. Onyx Research Analyst Mita Chaturvedi and Research Associate Martha Dowding join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry Mita and Martha unpack recent price movements i…
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Macro Mondays | LIVE | Broken Europe? The German Economic Data says "Yes" | 23|09|24
26:33
26:33
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26:33
Last week, the Federal Reserve announced a hawkish 50bp cut, with Jerome Powell stating the US economy is strong after data beat expectations. Meanwhile, the unemployment rate surpassed the 36-month average - reaching levels previously seen during economic recession - and US home sales fell to their second-lowest level in 14 years. In Europe, the G…
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The CEO’s Address with Greg Newman | Analytical Consensus in the Oil Market
55:30
55:30
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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…
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