Những podcast DERIVA hay nhất (2024)

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

1d 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
AS MELHORES E PIORES DICAS DA SEMANA! | DERIVADOCAST #370 1:32:05

1d ago1:32:05

1:32:05

Os filmes mais bombante da semana!Pra dar uma variada no tema dessa vez trouxemos algumas análises dos maiores filmes da atualidade, Guerra Civil, Caça-Fantasmas: O Império do Gelo e Rebel Moon: Parte 2.Mas também falamos de algumas séries novas igualmente bombantes: X-men 97, Bebê Rena e Xógum.Tudo isso e muito mais no DerivadoCast que chegou para…

1
De-risking in Preparation for Escalation | S6 E19 43:39

3d ago43:39

43:39

Looking at the past week, the oil market was too long and had to de-risk. Brent Futures saw a week of stagnation and mean reversion, $90/bbl oil was very short lived and sell-off was driven by speculative positioning cycles as market participants took off length amid a waning geopolitical premium. Looking to the refinery margin change, Dated Brent …

1
Macro Mondays with James Brodie 23:16

4d ago23:16

23:16

Onyx Capital Group is proud to launch a brand new show; Macro Monday's with James Brodie - Trends, Risk & Analysis. On today's show James discusses recent strong economic data out of the US, OIS pricing and the US dollar strength. He also dives into what's happening with gold, silver and equity markets. It seems like tech stocks are crashing at the…

1
Leitura de Comentários e Emails (SciCast #579 a 586) 42:26

8d ago42:26

42:26

Sejam bem-vindos à leitura de emails e comentários do SciCast! Nesta nesta semana lemos os comentários sobre os episódios 579 a 586 do SciCast, emails recebidos, comentários do Spotify e do site do Deviante. Patronato do SciCast: Patreon SciCast Padrim SciCast Sua pequena contribuição ajuda o Portal Deviante a continuar divulgando Ciência! Contatos…

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FALLOUT NO PRIME VIDEO | A ANÁLISE DEFINITIVA! | DERIVADOCAST #369 56:48

8d ago56:48

56:48

Hoje o Derivado é pequeno mas a qualidade das séries são gigantes.Com a falta do Alezão essa semana e a volta do Xexéu, nossos amiguinhos contam como foram sua semana (e a Lua de Mel do Xexéu).ainda falamos de 2 novas séries MUITO BOAS do momento, Ripley (Netflix) e Fallout (Prime Video).Tudo isso e muito mais no DerivadoCast que chegou para você!!…

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A Debrief on Israel and Iran | S6 E18 32:32

10d ago32:32

32:32

Off the back of another tense week with the recent attacks by Iran on Israel, Greg, Jorge, James and Martha discuss the impact (or, lack thereof) the event had on oil prices. As a bonus for this episode, Jorge and Martha will provide a trade idea each! There was a muted response for Brent futures, with prices oscillating around $90/bbl, opening on …

1
Risks to risk parity | S6 E17 42:36

15d ago42:36

42:36

Prices were around $89/bbl last week, but since then there's been a noticeable uptick - not quite reaching $92/bbl and oscillating around $90/bbl since. Refinery margins have weakened, with refined products struggling - with the exception of gasoline. Gasoil is extremely weak, with poor distillate performance in all regions. EBOB has seen greater s…

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AS MELHORES RECOMENDAÇÕES E EXPECTATIVAS | DERIVADOCAST #368 1:31:47

15d ago1:31:47

1:31:47

Enquanto o vocalista da banda Michel Arouca esta em sua lua de mel os amiguinhos Ale Bonfa e Bruno Clemente convidaram duas pessoas pra lá de especiais para esse episódio.Discutimos detalhes sobre "Sugar" da AppleTV, uma série envolvente e cheia de surpresas, além de "Ripley" da Netflix, que tem conquistado fãs pela sua trama intrigante.Além disso,…

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RECOMENDAÇÕES DA SEAMANA | DERIVADOCAST #367 1:19:45

22d ago1:19:45

1:19:45

Com uma semana bombante nas produções brasileiras,tivemos uma conversa extensa sobre o filme "Evidências do Amor" e a série "Desejos SA"e ainda no clima de comédia romântica também falamos do novo "Todos Menos Você".Tudo isso e muito mais no DerivadoCast que chegou para você!!!*****00:00 - Abertura04:50 - Evidências do Amor17:11 - Arouvengers39:57 …

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Finally, the Economy! | S6 E16 34:35

24d ago34:35

34:35

Brent Futures have made a notable climb since last week, hitting $89/bbl on Tuesday morning. It's crucial to analyse the impact of recent developments on oil demand. Notably, both China and the USA have seen expansions in manufacturing activity, marking significant milestones. What has been the impact of headlines regarding tighter supply and the p…

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

29d 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…

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X-MEN 97 É DE ARREPIAR | O PROBLEMA DOS 3 CORPOS NEM TANTO | DERIVADOCAST #366 1:33:36

29d ago1:33:36

1:33:36

Hoje é dia de falar de série, depois de uma semaninha de puro arouvengers,estamos de volta pra comentar muita série nova e boa.Teve a volta da animação dos x-men no Disney+, teve 2 filmões do Prime Video,teve a nova aposta da Netflix do momento (e também teve uma bomba).Tudo isso e muito mais no DerivadoCast que chegou para você!!!*****00:00 - Aber…

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A Topsy-Turvy Market | S6 E15 36:54

1M ago36:54

36:54

Brent futures surged to $87.70 last week, only to encounter resistance and profit-taking flows, settling this week at a sturdy $85-86/bbl range. Macroeconomic factors and persistent supply concerns are pivotal in sustaining these levels. Refinery margins face widespread pressure across regions, while the gasoil market sentiment remains subdued amid…

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Trading…. A Young Person's Game with Jasper Bird | S6 E 14 35:48

1M ago35:48

35:48

In another episode of our Onyx Leadership series, Group CEO Greg Newman is joined by Co-Head of Light Ends, Jasper Bird. Jasper and Greg shed light on the realities of being a Trader, how egos can play a part in trading, and uncover the inner workings of a trader's mentality. They delve into the highs and lows of trading and the challenges of maint…

1
TUDO SOBRE A SXSW 2024 | DERIVADOCAST #365 1:36:45

1M ago1:36:45

1:36:45

Com a volta do Alezão da SXSW não teve outro jeito, o episódio todo é pra ele contar as presepadas da viagem.Também comentamos como foram os dias de Oscar e falamos sobre a belíssima homenagem que Bubu fez a seu pai Bird Clementena entrega do Capacete de Ouro. E ainda sobrou um tempinho pra comentarmos de leve o que assistimos na semana passada e o…

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Bullish Oil Futures, Bullish Refinery Margins | S6 E13 39:49

1M ago39:49

39:49

With Group CEO Greg Newman abroad, Light Ends Direct Trader James Todd steps up to host World of Oil Derivatives for another market update episode. Since last week, Brent Futures price rallied from sub $83/bbl this week to over $87.50/bbl yesterday. The breakout from its previous range came on the back of a flurry of bullish headlines - including d…

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

1M 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
Buy East, Sell West | S6 E12 30:23

1M ago30:23

30:23

Crude flat price has been remarkably neutral in the past week, sitting around $82/bbl (slightly down from $83/bbl). However, the market has found a genuine equilibrium - a price level where everyone seems happy. Looking to the refinery margin, Naphtha showed significant strength with the MOPJ crack for April exceeding -$5/bbl, while Mar/Apr in the …

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…

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O ESPETÁCULO DE DUNA PARTE 2 | DERIVADOCAST #364 1:17:11

2M ago1:17:11

1:17:11

Estamos em clima de Oscar, então a gente já para pra analisar o melhor filme do ano.Ainda comentamos sobre novos episódios de Xógum, uma série nova do AppleTV+ meio bobinha,mais uma análise de Napoleão e também mais um filme na corrida do Oscar.Tudo isso e muito mais no DerivadoCast que chegou para você!!!*****00:00 - Abertura04:43 - Derigusta - Ch…

1
Highway to the Danger Zone | S6 E11 35:44

2M ago35:44

35:44

Oil markets are all of a sudden kicking into gear, and it seems we are now on that highway to the danger zone. With every market indicator of the underlying physical market strong, and forward derivative prices indicating that this will last for some time, the only thing left to truly perform is the outright price. Will this carry through? And will…

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…

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XÓGUM A GAME OF THRONES DO DISNEY | DERIVADOCAST #363 1:24:23

2M ago1:24:23

1:24:23

Qual vale assistir primeiro Xógum ou Avatar???Hoje você descobre qual série nossos amiguinhos gostaram mais, a "game of thrones" do Japão conhecida como Xógum (Star+) ou a nova adaptação de Avatar: A Lenda de Aang na Netflix.Também tiveram recomendações de true crime (e de não-true crime também), teve muito papo de Fórmula 1 e ainda teve aquele sor…

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IE Week in Focus | S6 E10 26:21

2M ago26:21

26:21

It's been another rangebound, albeit less bullish week in Brent futures. Crude prices came off from around $84/bbl. down to the low 80s, where it found some support on Monday. As for the refinery margin change, Dated Brent is significantly weaker. There were some significant moves in gasoline and gasoil. The latter saw a real weakness in prices ami…

1
Unlocking Sustainability: The Impact of ESG Derivatives on Achieving Sustainable Goals. 13:05

2M ago13:05

13:05

This episode is a second sneak peek into the upcoming book: The Law of ESG Derivatives: risk, uncertainty and sustainable finance (Routledge, 2024). It examines the impact of ESG derivatives on sustainability goals. It explores how these financial instruments can align investment strategies with ESG principles to drive positive environmental and so…

1
Leitura de Comentários e Emails (SciCast #573 a 578) 36:49

2M ago36:49

36:49

Sejam bem-vindos à leitura de emails e comentários do SciCast! Nesta nesta semana lemos os comentários sobre os episódios 573 a 578 do SciCast, emails recebidos, comentários do Spotify e do site do Deviante. Patronato do SciCast: Patreon SciCast Padrim SciCast Sua pequena contribuição ajuda o Portal Deviante a continuar divulgando Ciência! Contatos…

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Jorge Montepeque The Man Who Creates The Oil Price | S6 E09 50:33

2M ago50:33

50:33

In a special episode of our Onyx Leadership podcast series, Group CEO Greg Newman sits down with Jorge Montepeque, the new Managing Director - Benchmarking. Jorge, an industry legend, pioneered oil pricing by introducing benchmarks, revolutionising communication across different sites worldwide. When Greg first started trading, most traders relied …

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

2M 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…

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TRUE DETECTIVE | FOMOS ENGANADOS! | DERIVADOCAST #362 1:17:05

2M ago1:17:05

1:17:05

O Derivado Cast volta da ressaca com muitas séries para reclamar! O que aconteceu com True Detective, Ale esteve sempre certo? House Of Ninja da Netflix é uma surpresa maravilhosa? Tudo isso e mais no Derivado Casr que chegou para vocês!

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Pressure on the End User | S6 E08 23:27

2M ago23:27

23:27

It's been a bullish week for crude flat price this week and has been supported above $80 levels, reaching a peak of $85.50, which is seemingly finding resistance at current levels. However, overall market sentiment has been quite bullish from both hedge funds and speculators alike. As for refinery margins; there's been a week-on-week decline of nea…

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

2M 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
Testing Market Capacity | S6 E07 32:26

2M ago32:26

32:26

Last week, Brent crude flat price rallied, pushing up over $80/bbl and staying there since then. The rejected ceasefire deal on Feb 06 supported this bullish momentum. We've seen strength across refinery margins - particularly in Europe - with a notable rally in product prices, including strong bidding in the physical market. Greg, Martha, and Jame…

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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…

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POBRES CRIATURAS UMA OBRA DE ARTE | DERIVADOCAST #361 1:03:34

3M ago1:03:34

1:03:34

Pobres Criaturas merece ganhar o Oscar 2024??Num climinha pré-carnaval, nossos amiguinhos discutem sobre um dos filmes indicados ao Oscar: Pobres Criaturas.Alêzão ainda insiste em falar de O Zelador (Star+), Bubu diz que gosta de O Som da Liberdade (Prime Video) e Xexéu amou Sr. e Sra. Smith (Prime Video). Tudo isso e muito mais no DerivadoCast que…

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Refinery Profitability | S6 E06 49:31

3M ago49:31

49:31

Brent futures softened from over $80 last week, to stabalise around $78/bbl on Feb 6. Geopolitically, tensions persist in the Middle East with ongoing conflicts and ceasefire talks proving elusive. Despite positive economic indicators, market enthusiasm appears lacking, reflected in WTI spreads in contango and a rangebound regime across the crude c…

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The Law of ESG Derivatives: Risk, Uncertainty and Sustainable Finance 5:41

3M ago5:41

5:41

First sneak peak of the upcoming book: ‘ The Law of ESG Derivatives: Risk, Uncertainty and Sustainable Finance’ to be published by Routledge during the first semester of 2024. This book weaves together a comprehensive legal analysis of sustainable finance regimes governing Environment, Social and Governance (ESG) derivatives, with insightful sociol…

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TRUE DETECTIVE MUDOU DE GÊNERO? | DERIVADOCAST #360 1:28:42

3M ago1:28:42

1:28:42

True Detective mudou de gênero e se tornou terror?No episódio de hoje tivemos uma extensa discussão sobre a nova temporada de True Detective,Review da série do Zorro (Prime Video), Expatriadas (prime Video), Mestres do Ar (Apple TV+),Griselda (Netflix) e muito mais.Tudo isso no DerivadoCast que chegou para você!!!*****00:00 - Abertura03:53 - Arouve…

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Lead and Lag: Predicting the Futures | S6 E05 30:51

3M ago30:51

30:51

Brent futures spent most of the week with prices typically above $80 per barrel, recording a second week of gains. Geopolitical risk premiums strengthened, and positive economic news from the US, along with promising developments in China, contributed to the positive sentiment. As for refinery margins, it's been a positive week, with products drivi…

1
ROAD TRIP | DERIVADOCAST #358 1:39:23

3M ago1:39:23

1:39:23

Agora sim em definitivo: O Derivado Cast Voltou!!!!Com o time completo agora sim o Derivado está oficialmente de voltae dessa vez foi dia do Alezão contar suas peripécias da road de trip que ele fez.E ainda sobrou um tempinho pra comentar sobre algumas novas estréias.Tudo isso no DerivadoCast que chegou para você!!!*****00:00 - Abertura03:20 - Emmy…

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AS SÉRIES MAIS BOLADAS DE 2024 | DERIVADOCAST #359 1:00:39

3M ago1:00:39

1:00:39

Com a volta de um Derivado Raiz, hoje comentamos sobre MUITAS séries novas. Essas são As Séries Mais Boladas de 2024 | Derivadocast #359. Apesar de ser aniversário do nosso querido lenhador satânico, separamos um tempo pra comentar sobre as novidades da semana, falamos dos indicados do Oscar, Eco, A Morte Entre Outros Mistérios, Mestres do Ar, True…

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Searching for Macro Themes | S6 E04 40:22

3M ago40:22

40:22

Brent futures saw sub $77/bbl levels on 17 Jan after poor economic data from China saw the GDP rise by 5.2% in Q4 compared to the forecast of 5.3%. CFTC data for the week to Jan 16, (in Brent futures) saw a continuation of a more bullish sentiment, with bullish speculators adding almost 15mbbls (+5%) of length, whilst their bearish counterparts dec…

1
Leitura de Comentários e Emails (SciCast #565 a 570) 36:04

3M ago36:04

36:04

Sejam bem-vindos à leitura de emails e comentários do SciCast! Nesta nesta semana lemos os comentários sobre os episódios 565 a 570 do SciCast, emails recebidos, comentários do Spotify e do site do Deviante. Patronato do SciCast: Patreon SciCast Padrim SciCast Sua pequena contribuição ajuda o Portal Deviante a continuar divulgando Ciência! Contatos…

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Onyx Leadership: Jonah Van Bourg S6 | E03 52:15

3M ago52:15

52:15

Onyx Director Jonah Van Bourg discusses his extremely eventful career thus far with CEO Greg Newman. From how his experience working at Goldman Sachs and Vitol, to working on the floor on Lehman Brother's floor, in the midst of the biggest bankruptcy in American history. Jonah discusses his experience in crypto trading and sheds light on how crypto…

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Stopping Out Determining the Price | S6 E02 44:20

3M ago44:20

44:20

Supply and demand modelling is no longer enough to accurately determine market value. The recent market has been a perfect illustration of this in key differentials in the oil market, which have been driven by stop outs, pushing market prices against the fundamental consensus. Example discussed are the North Sea differential rally in prompt DFLs, B…

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REBEL MOON | RESISTÊNCIA | QUAL É MELHOR? | DERIVADOCAST #357 57:05

4M ago57:05

57:05

O Derivado Cast Voltou!!!Hoje é como se fosse um esquenta do que vem pela frente, com nossos amiguinhos aindadesfalcados, contamos sobre nosso natal e virada de ano juntamente com algumas das sériesque assistimos nesse meio tempo. E o mais importante, qual é o melhor sci-fi: Rebel Moon ou Resistência??? Descubra no DerivadoCast que chegou para você…

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Oil is Back in Fashion | S6 E01 36:19

4M ago36:19

36:19

World of Oil Derivatives is back for 2024! With a new year, traders, market analysts and market observers are looking for a consensus. Research houses are making their claims, and banks their forecasts, and it will still be 1-2 months before we hear from trade houses and majors about their outlook for the year. So could the global economy surprise …

1
Leitura de Comentários e Emails (SciCast #564 e outros) 34:33

4M ago34:33

34:33

Sejam bem-vindos à leitura de emails e comentários do SciCast! Nesta nesta semana lemos os comentários sobre o episódio 564 do SciCast, emails recebidos, comentários do Spotify e do site do Deviante. Aproveitamos para ler também comentários de outros episódios do SciCast e alguns emails atrasados. Patronato do SciCast: Patreon SciCast Padrim SciCas…

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The Future of the Panama Canal with Luke Mcdemott S5 | E43 49:49

4M ago49:49

49:49

In another episode of our Onyx Leadership series, Onyx Capital Group CEO is joined by Onyx Partner and Head of Desk for NGL, Luke Mcdermott. Luke discusses his years of experience in the industry and the minutia of NGL’s. Most importantly Luke discusses the current situation of the Panama Canal and what that means for Traders and the economy. Chapt…

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A MELHOR SÉRIE OU FILME DE 2023 | DERICUP 1:35:51

4M ago1:35:51

1:35:51

O DERICUP CHEGOU!!!Nosso querido Alê Bonfá gamificou nossa premiação anual das melhores séries e filmes,consagrando o melhor do ano, de um jeito muito divertido de acompanhar.Tudo isso no DerivadoCast que chegou para você!!!*****00:00 - Abertura07:28 - DeriCup19:46 - Fase 11:06:41 - Fase 21:15:13 - Fase 31:23:38 - Fase 41:27:54 - Semi-Finals1:30:15…

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