It's been a busy year for the Alpha Exchange podcast — 25 episodes so far and an exciting fall schedule ahead. Today I'm going solo, assessing a backdrop for market risk that has proven quite unique this year. In the discussion that follows, I want to share what's on my mind with respect to the prices we all stare at every day, and tie together three crosscu ... Show More
Jul 28
Alec Litowitz, Founder of Magnetar Capital and QStar Capital
It was a pleasure to welcome Alec Litowitz, the Founder of Magnetar Capital and QStar Capital, to the Alpha Exchange. Central to our discussion is an exploration of the ideas in Alec’s new book, The Adaptability Quotient. Here, he draws on more than thirty years of investing acro ... Show More
1h 10m
Jul 21
Franklin Parlamis, Founder & CIO, Aequim Alternative Investments
It was a pleasure to host an Alpha Exchange discussion with Franklin Parlamis, the Founder and CIO of Aequim Alternative Investments. Franklin brings a distinctive perspective shaped by two decades in capital structure and convertible bond arbitrage. His career spans the Russian ... Show More
58m 57s
Jul 10
David Silber, Head of Institutional Equity Derivatives, Citadel Securities
It was a pleasure to welcome David Silber, Head of Institutional Equity Derivatives at Citadel Securities, to the Alpha Exchange to discuss the evolution of listed options markets, institutional liquidity, and the technology reshaping modern derivatives trading. We begin with Dav ... Show More
52m 26s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Mar 2024
Macro Traders Reflections
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro ... Show More
36m 59s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s