Oct 22, 20261h 9m
In this episode, Jeff talks with Stephen Davis of Davis Commodities about Memphis’s long-standing role as a center for commodity trading and Stephen’s path into the business, from his first days on the Chicago Board of...
business
The Derivative
Hosted by RCM Alternatives · business · EN
About this Podcast:
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.
Pitch Analysis
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Contact path
Public web form
Booking probability
35%
Guest openness
Selective
80/100
Required Score
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What is The Derivative about?
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.
Who hosts The Derivative?
The Derivative is hosted by RCM Alternatives. The show has published 243 episodes to date.
What has The Derivative covered recently?
Recent episodes include "How an Discretionary Ag Trader "Reads the Soybean Leaves" with Stephen Davis" (22 October 2026, 69 minutes), "Running an "Old Fashioned" Hedge Fund with Adrian Keevil of Plustick Partners" (15 October 2026, 71 minutes), and "The Fall Solo Six-Pack: Sports Games, the Return of Discretionary Macro, & AI Coming for Your Job" (8 October 2026, 26 minutes).
How often does The Derivative publish?
The Derivative publishes roughly every two weeks, with episodes averaging 71 minutes across 243 episodes.
How hard is it to get booked on The Derivative?
Booking probability for The Derivative is 35%, and the host is rated Selective on guests. The Derivative requires a Pod Score of 80 or higher. The Derivative's contact route on record: public web form.
Who should pitch The Derivative?
The strongest fits for The Derivative are Investment Banking & Trading and Investing & Wealth Management. The Derivative has a business audience.
About the host
RCM Alternatives hosts The Derivative, a business podcast with 243 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 15, 20261h 11m
In this episode, Jeff Malec talks with Adrian Keevil of Plustick Partners about his path from corporate finance and academic research to investing, and how his work on stakeholder relationships informs the firm’s...
The Derivative
The Fall Solo Six-Pack: Sports Games, the Return of Discretionary Macro, & AI Coming for Your Job
Oct 8, 202626 minIn this solo six-pack episode of The Derivative, Jeff Malec makes the case for showing up to your kids’ games, especially when the final round of high school golf ends one stroke short of state. Then it’s off to the CTA...
The Derivative
AI, Markets, and the Profits of Doom with Adam Butler
Sep 24, 20261h 24mJeff Malec sits down with Adam Butler of Return Stacked ETFs, back for the first time since their May 2023 AI episode, when GPT-4 had just come out. Since then Return Stacked has grown past $1.6 billion. Adam explains...
- Sep 10, 20261h 5m
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...
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The Derivative
From Quarterback to CIO: John McArthur on Alts, AI, and the Future of Wealth at Krilogy
Sep 3, 202655 minIn 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...
The Derivative
Why Oil Didn't Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Aug 20, 20261h 9mJeff 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...
The Derivative
Trading 80 Synthetic Markets with Trend, Carry & Skew: Jiro Fujisawa, Asset Management One USA
Aug 6, 202651 min* 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...
- Jul 30, 20261h 6m
In this episode of The Derivative , host Jeff Malec welcomes back Standpoint Asset Management founder and CIO Eric Crittenden for his third appearance, diving into what’s happened since Standpoint launched in 2019 and...
The Derivative
So You Want to Start an ETF? With Gavin Filmore of Tidal
Jul 16, 20261h 19mJeff sits down with Gavin Filmore of Tidal for a deep dive into why, even after three decades, the ETF industry is still, potentially only in the “second or third inning.” Gavin walks through the evolution from simple...
The Derivative
Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
Jul 9, 20261h 18mThis week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water might be the most underappreciated investment theme on the planet. Tom walks through the $1.6...
- Jun 25, 20261h 18m
Former CME floor trader and RCM co-founder Bobby “Yogi” Schwartz joins Jeff to close out our Chicago month and walks through a wild career arc: from generational hog pit roots to dominating the Nasdaq futures pit during...
- Jun 25, 20261h 18mS0
<p>Former CME floor trader and RCM co-founder Bobby “Yogi” Schwartz joins Jeff to close out our Chicago month and walks through a wild career arc: from generational hog pit roots to dominating the Nasdaq futures pit...
The Derivative
How Chicago Became the World’s Options, Vol, and Derivatives Capital (with Cboe’s Rob Hocking & Mandy Xu)
Jun 18, 20261h 17mS0<p>On this episode of The Derivative, Jeff Malec continues Chicago Month with a deep dive into the past, present, and future of derivatives and volatility at Cboe with two of its stars. </p><p>First up, Cboe Global Head...
The Derivative
How Chicago Became the World’s Options, Vol, and Derivatives Capital (with Cboe’s Rob Hocking & Mandy Xu)
Jun 18, 20261h 17mOn this episode of The Derivative, Jeff Malec continues Chicago Month with a deep dive into the past, present, and future of derivatives and volatility at Cboe with two of its stars. First up, Cboe Global Head of...
- Jun 11, 20261h 22mS0
<p>Jeff Malec kicks off “Chicago Month” on The Derivative with Chicago real estate powerhouse Tommy Choi of Weinberg Choi. Tommy lays out what really makes Chicago compelling as a place to live and invest—world-class...
The Derivative
“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US - with Kurt Nelson & Natalie Scott-Gray
May 28, 20261h 9mS0<p>Copper steps out of the shadow of gold and silver in this wide‑ranging conversation with StoneX’s Natalie Scott Gray and SummerHaven’s Kurt Nelson. Jeff digs into why “Dr. Copper” sits at the heart of...
- May 21, 20261h 38mS0
<p>In this episode, Jeff Malec sits down with Dr. Patrick Welton to trace his remarkable path from Wisconsin kid to Stanford oncologist to veteran futures trader and founder of Welton Investment Partners. Patrick shares...
- May 14, 20261h 28mS0
<p>In this episode, former Milwaukee Brewers left-hander Scott Karl traces his path from Carlsbad standout to big league starter to financial advisor. He swaps stories with Jeff about Bandon Dunes and his move from...
The Derivative
Crisis Alpha, Cocoa Trends, and Correlated Trendlessness: Inside Aspect Capital’s Strategy with Christopher Reeve
May 7, 20261h 7mS0<p>Jeff Malec sits down with Christopher Reeve, Chief Investment Officer of Aspect Capital, one of the original managed futures shops with roots tracing back to the "L" in AHL. Chris shares his path from chemistry and...
Recent guests
Recent guests on The Derivative. Study who booked and why before you pitch.
S
Stephen Davis
Professor of Religious Studies and Professor of History at Yale University, Child Evangelism Fellowship of Maryland
A
Adam Butler
Director of Conservation Development and former Wild Turkey Program Coordinator, Mississippi Department of Wildlife, Fisheries, and Parks
I
Ian Cassel
Founder, Intelligent Fanatics Capital Management LLC
J
John McArthur, Jr.
Senior Partner and Chief Investment Officer, Banana Feeds Australia
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