HeyJaredThe Derivative
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.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
RE-RELEASE: Texas Trend Following with Salem Abraham (opens the original)
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Some episodes are worth bringing back. This is one of them. Salem Abraham is a bit of a legend in the trend following and managed futures world. With 30+ years in the business, he’s got the experience, the war stories, and, thankfully, the willingness to tell them. We originally sat down with Salem a few years ago, and the conversation was too good to leave in the archives. In this re-release, we cover tiny Canadian, Texas; why you need noodles and red sauce if you’re competing to make the best
Zigs, Zags, and Finding Micro Cap Winners with Ian Cassel (opens the original)
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Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins Jeff Malec to walk through the underfollowed world of micro cap stocks, tiny, illiquid public companies where most 10x winners are born. He shares his journey from blowing up a dot‑com era portfolio to rebuilding it with XM Satellite Radio, explains why structural inefficiencies and lack of institutional capital create opportunity, and breaks down how he evaluates management, survives volatility, and finds small, profitable bu
From Quarterback to CIO: John McArthur on Alts, AI, and the Future of Wealth at Krilogy (opens the original)
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In this episode, Jeff Malec sits down with John McArthur of Krilogy to trace his path from backup quarterback at Mizzou and Northwestern to CIO of a nearly $6 billion independent wealth management firm. John talks about how college football shaped his views on timing, opportunity, and accountability, then connects those lessons to building a planning-first advisory culture outside the wirehouse world of AG Edwards and Morgan Stanley. The conversation dives into how Krilogy builds portfolios usin
Why Oil Didn't Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital) (opens the original)
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Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during Lehman) to running a concentrated, risk-aware commodities and macro shop. Josh explains why China is “ground zero” for global commodities, detailing how its import cuts, stockpiling, and scrap policies have shaped oil, copper, gold, and uranium, and why understanding flows and participant behavior matters more than neat
Trading 80 Synthetic Markets with Trend, Carry & Skew: Jiro Fujisawa, Asset Management One USA (opens the original)
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* This podcast is provided for informational and educational purposed only and should not be considered investment advice or a recommendation of any specific security, strategy or investment product. The views expressed in this recording are the personal views of the participants as of the date of this podcast, are subject to change, and do not necessarily reflect the views of Asset Management One USA Inc. itself. Any discussion of investment strategies, market conditions, or portfolio construct
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