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Flirting with Models

May 31, 2021

In this episode I speak with Guillermo Roditi Dominguez, managing director at New River Investments.

This was one of the more unique and wide-ranging conversations I have had on the podcast to date. We begin by discussing Guillermo’s approach to portfolio construction, which is heavily focused on the idea of...

May 24, 2021

Tina Lindstrom is a Partner at First NY, where she manages an oil volatility portfolio.

She began her career at Susquehanna and eventually worked her way up to managing both the high cap equity index group and the commodity volatility group. This gives her the unique perspective to be able to compare and contrast how...

May 17, 2021

In this episode I chat with David Fauchier of Nickel Digital Asset Management. At Nickel, David manages the Factors Fund, a multi-strategy, multi-manager fund for cryptocurrencies.

We leave the philosophical discussions about crypto aside to dive into the features of this universe that make it rife with opportunity....

May 10, 2021

Darrin Johnson is the first independent trader I’ve interviewed for this show and with that distinction he brings an entirely new perspective.

After learning about how Darrin began his career as an independent trader, we get into the bulk of the conversation that circles around his process of shorting volatility in...

May 3, 2021

My guest this episode is Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management.

Cem began his career in the pits, and so we begin our conversation with a discussion by comparing and contrasting today’s market versus days gone by. And, perhaps more importantly, the wisdom gained from that era.