بهترین پادکست های DERIVA (2024)

1
Oil insights with Harry Tchilinguirian | Trading Trump | S1 E13 30:44

20h ago30:44

30:44

This episode of Oil Insights was recorded on 12th November, 2024 at 12pm GMT. Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the direction of oil prices in the wake of President Donald Trump's election. The team reviews the potential outcomes of a second Trump pre…

1
Trading Corner | Election Impact and Energy Markets: Navigating Uncertainty | Ep 9 16:22

2d ago16:22

16:22

In this episode of Trading Corner Manny Newman and Jonah Van Bourg dive into the aftermath of the recent U.S. presidential election and its implications on the markets. They break down how a potential Trump administration could influence risk assets like equities and bitcoin, with conversations around short-term bullish expectations driven by polic…

1
Macro Mondays | Markets React to Trump | 11|11|24 37:55

2d ago37:55

37:55

This week, market volatility took centre stage, spurred by the perceived inflationary policies under Trump. His election victory led to a steepening yield curve, with 10-year yields surging nearly 19 basis points, and market-based inflation expectations—like 5-year breakevens—also jumped significantly. Equities responded optimistically, with the S&…

1
Oil insights with Harry Tchilinguirian | We the People Have Chosen | S1 E12 1:14:36

5d ago1:14:36

1:14:36

Group Head of Research, Harry Tchilinguirian, is joined by Chief Economist at Argus Media, David Fyfe for a special episode of Oil Insights. David brings over 30 years of experience in energy market analysis, from the International Energy Agency (IEA) to Gunvor and now Argus Media, where he delivers deep insights into oil market dynamics, geopoliti…

1
Retail to Institutional: How David Sun Scaled His ODTE Options Strategies 1:07:18

6d ago1:07:18

1:07:18

In this episode, Jeff Malec sits down with David Sun, anentrepreneur, trader, and fund manager with a unique journey into the world of options trading and alternative investments. David shares his unconventional path, starting as a retail trader experimenting with options strategies, particularly selling puts, before transitioning to professional f…

1
The Officials with Jorge Montepeque: Trump's Clean Sweep | S1 E15 17:46

6d ago17:46

17:46

In this episode of The Officials, Jorge dials into the studio from Singapore to join Research Analysts Ed Hayden-Briffett and Will Cunliffe. This week, the team discuss Trump's sweep of the US election - and what this means for the economy, from what we've seen already to what's to come in the next four years. They discuss potential shifts in US gr…

1
SÉRIES QUE VOLTARAM COM TUDO! LIONESS, TULSA KING E FINAL DE ONLY MURDERS! | DERIVADOCAST #397 1:06:44

6d ago1:06:44

1:06:44

No episódio de hoje do DerivadoCast, vamos direto para o que está pegando fogo nas telas! 🔥 Conversamos sobre a volta de três grandes séries: Tulsa King e Lioness no Paramount+, e A Diplomata na Netflix, que retornam com tudo e continuam liderando o interesse dos fãs! 💥Além disso, analisamos o final de Agatha Desde Sempre, que, mesmo sendo uma séri…

1
Oil insights with Harry Tchilinguirian | Waiting for Uncle Sam | S1 E11 52:35

8d ago52:35

52:35

On this episode of Oil Insights, Group Head of Research, Harry Tchilinguirian and Research Associates Martha Dowding and Vincent Wu cover the potential implications of the 2024 U.S. Presidential election on the oil market, particularly focusing on foreign policy towards sanctioned countries like Iran, Venezuela, and Russia, as well as key Middle Ea…

1
Macro Mondays | Is the Trump Trade Unwinding? | 04|11|24 33:27

9d ago33:27

33:27

This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November. On today's episode, James Todd is joined by Research Analyst Will Cunliffe - as James Brodie is travelling - to dive into the latest macroeconomic developments shaping global markets. They discuss whether we're seeing an unwinding of the "Trump trade" as gold a…

1
The Officials with Jorge Montepeque: Sucker Time | S1 E14 22:08

12d ago22:08

22:08

In this episode of The Officials, Jorge dials into the studio from Beijing to join Harry, Ed, and Will. The team dive into key market developments over the past week, including movements in the Chinese economy and updates on Chinese demand forecasts. They also explore how people will be trading as we enter US election week - and what the risks are.…

1
Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations 1:21:14

13d ago1:21:14

1:21:14

In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into the firm's unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares insights …

1
Trading Corner | It's Not Over Yet | Ep 8 19:53

13d ago19:53

19:53

In this episode of Trading Corner, Manny and Jonah analyse recent market trends and trading strategies - from fluctuating geopolitical risk, to upcoming OPEC decisions, an uptick in physical demand, and more.توسط Greg Newman

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🚨Polêmicas de Territory, Vox Machina Épico e Críticas de Venom 3 no DerivadoCast! #396 59:20

13d ago59:20

59:20

🎉 Garanta já seus ingressos para o Derifest! 🎉 Não perca a chance de estar conosco nesse evento épico e aproveite enquanto ainda temos ingressos disponíveis! Link de compra na descrição!Link para compra - https://www.sympla.com.br/derifest-2024__2697551No episódio de hoje do DerivadoCast, mergulhamos em mais uma bomba da Netflix: Territory, a série…

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The CEO's Address with Greg Newman | Matt Aspin on the Generational Shift 52:48

13d ago52:48

52:48

Group CEO Greg Newman is joined by Matt Aspin, Onyx Graduate Recruitment Lead, for a special episode of the CEO's Address to explore the generational shift in the industry - and within Onyx - as new graduates join. Matt gives insight into the evolution of the graduate job market, from pre-pandemic to current day. He and Greg discuss what Onyx looks…

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Oil insights with Harry Tchilinguirian | Has the Dust Settled? | S1 E10 51:35

15d ago51:35

51:35

This episode of Oil Insights was recorded on 29th October, 2024 at 11am GMT. Onyx Research Associates Mita Chaturvedi and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry, Mita and Vincent discuss recent disruption in the oil market due to …

1
Macro Mondays | LIVE | OIL PRICE DOWN FROM ISRAEL-IRAN ATTACK | 28|10|24 33:55

16d ago33:55

33:55

Join us LIVE with James Brodie and James Todd for Macro Mondays. On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. Oil prices have seen a significant drop off following Israel's targeted strikes on Iranian defense systems. The US 30-year mortgage rate is up to 7.25%, marking the …

1
The Officials with Jorge Montepeque: Squeeze Time | S1 E13 17:54

20d ago17:54

17:54

In this episode of The Officials, Jorge, Ed, and Will dive into key market developments affecting energy, commodities, and the broader global economy. They discuss the recent volatility in the Dated Brent benchmark following the inclusion of WTI, and how this shift is creating discrepancies between physical and futures markets. They also explore co…

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A SÉRIE QUE ESTÁ DOMINANDO O PRIME VIDEO - CONFIRA NOSSO PAPO! | DERIVADOCAST #395 #primevideo 51:41

20d ago51:41

51:41

Hoje no DerivadoCast, mergulhamos de cabeça no episódio 9 de Vox Machina, reafirmando nosso amor incondicional por essa série incrível que só melhora! 🛡️⚔️ Prepare-se para um papo cheio de emoções e análises!Também comentamos sobre o episódio 5 de O Pinguim, que continua se superando e nos deixando na expectativa! 🐧🔥 Não dá pra perder!E claro, prec…

1
Oil insights | Geopolitical Risk: Down But Not Out | S1 E9 15:47

22d ago15:47

15:47

In this episode of Oil Insights, Martha Dowding hosts and is joined by fellow Research Associate, Mita Chaturvedi to analyse recent movements in oil prices, with a focus on Brent crude, (trading at $75/bbl at time of recording). Martha and Mita discuss three primary factors influencing prices at the moment: the potential for geopolitical flare-ups,…

1
Macro Mondays | LIVE | Elon Musk's Controversial Support for Trump | 21|10|24 34:56

23d ago34:56

34:56

On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. The U.S. housing market faces steep challenges as mortgage applications drop by 17%, and the 30-year mortgage rate hits 7.25% - the highest since July. Across the Atlantic, UK house prices show slower growth at 0.3% month-on-month…

1
Carmika Partners Unpack the August Volatility Spike and Complexities of Options Trading 1:33:31

27d ago1:33:31

1:33:31

In this episode, we explore the world of options trading with Martin Vestergaard and Michael Cameron from Carmika Partners. The conversation begins with an in-depth analysis of the volatility spike that occurred in early August, as Vestergaard and Cameron share their insights on the market dynamics and the impact on their trading strategies. The di…

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Séries Subestimadas e Grandes Estreias: Apple, Netflix e Disney+! | DerivadoCast #394 1:25:32

27d ago1:25:32

1:25:32

No episódio de hoje do DerivadoCast, mergulhamos em séries que merecem mais atenção! 🎬💡Começamos com duas produções da Apple TV+: Disclaimer e a nova temporada de Slow Horses. Excelentes séries, mas que, infelizmente, passam despercebidas aqui no Brasil, já que a Apple TV+ parece não investir muito em divulgação por aqui. 😅No Prime Video, criticamo…

1
Oil insights with Harry Tchilinguirian | Naphtha's Technicolour Dreamcoat | S1 E8 30:45

29d ago30:45

30:45

In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Isra…

1
Trading Corner | Don't Get Caught in the Bear Trap! | Ep 7 14:10

29d ago14:10

14:10

Manny and Jonah analyse recent market trends and trading strategies in the oil sector. While the market has been relatively quiet but volatile, with crude oil prices settling in the high 70s per barrel, there is speculation around geopolitical risks - such as potential disruptions in the Strait of Hormuz and the impact of increased crude production…

1
Macro Mondays | LIVE | Market Jitters and Election Betting | 14|10|24 34:28

1M ago34:28

34:28

This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inf…

1
Oil insights with Harry Tchilinguirian | Geopolitics Strikes Back | S1 E7 58:33

1M ago58:33

58:33

For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil mar…

1
The Officials with Jorge Montepeque: Geopolitical Risk & Global Economic Dynamics | S1 E12 21:05

1M ago21:05

21:05

In today's episode of The Officials, Jorge, Harry, Ed and Will discuss geopolitical tensions in the Middle East, involving Israel, Iran, and other regional players, as well as the broader economic landscape and its effects on oil prices. Jorge recounts his recent travels to the region, noting observations of missile attacks and the vulnerability of…

1
POLÊMICAS, RISADAS E AVENTURAS ÉPICAS! VOX MACHINA, RIVAIS, CORINGA 2 | DERIVADOCAST #393 1:47:14

1M ago1:47:14

1:47:14

🎯 Fala, galera do DerivadoCast! Antes de mais nada, queremos contar com vocês para ajudar o canal a bater a meta de 20k inscritos até o fim do ano! Então já se inscreve, ativa o sininho e vem com a gente nesse episódio recheado de discussões épicas! 🚀🎧Neste episódio, Michel Arouca está curtindo sua lua de mel, mas o Alezão e o Bolseiro seguram as p…

1
The CEO's Address with Greg Newman | Mirko Ivanda on How Geopolitics Impacts Your Energy Bill 1:00:57

1M ago1:00:57

1:00:57

Group CEO Greg Newman is joined by Mirko Ivanda, Co-Head of Power & Gas from the Onyx Switzerland office, for a special episode of the CEO’s Address. Together, they explore the intricate dynamics of power trading, focusing on how geopolitics fundamentally shapes supply and demand as well as the end-cost of our household energy bills. Mirko provides…

1
Macro Mondays | LIVE | Middle Eastern tensions add Macroeconomic troubles | 07|10|24 34:41

1M ago34:41

34:41

The week started with weak data, with global manufacturing PMIs contracting for the third straight month in September and with new orders dropping globally at the fastest rate in 11 months. But then services PMIs data surged higher, with the U.S. data at 54.9 (est 51.7) an 8-sigma beat. On Friday, payrolls unexpectedly surged +254K, way above expec…

1
The Officials with Jorge Montepeque: The Market's Response to Iran's Attack on Israel | S1 E11 16:11

1M ago16:11

16:11

Jorge is live from Dubai and discussing Iran's attack on Israel with locals. The attack against Israel came as no surprise. Talking to the people in Dubai, they feel Iran was very measured in their actions, going after military assets - not civilians - and the general feeling is that Israel is the wild-card. The question on people's lips right now …

1
Is there Alpha in boring old Muni-Bonds, with Riverbend Capital 1:01:00

1M ago1:01:00

1:01:00

In this episode of the Derivative podcast, our host JeffMalec sits down with Tim McGregor and Tom Hession from Riverbend Capital Advisors to dive deep into the world of municipal bonds. The discussion covers the unique inefficiencies and complexities of the $4 trillion muni bond market, which features over 75,000 different issuers across the countr…

1
Anéis de Poder Brilha no Episódio 7 e Ninguém Quer é Hit na Netflix! | DerivadoCast #392 1:31:23

1M ago1:31:23

1:31:23

🎙 No DerivadoCast de hoje: prepare-se para um episódio cheio de sabor, polêmicas e boas risadas! Começamos com o Arouvengers, onde o Bubu solta toda sua criatividade na cozinha! 🍲👨‍🍳 As histórias culinárias estão ficando irresistíveis!Em seguida, mergulhamos no fantástico episódio 7 de Os Anéis de Poder, que promete elevar ainda mais o hype dessa s…

1
Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Flips on a Headline 1:32

1M ago1:32

1:32

After the Brent front-month December contract started the day (UK time) testing the $70/bbl handle - seemingly ignoring tension in the Middle East - the market's flipped. The contract is trading above $73/bbl at time of filming after a Tweet led to a headline that an Iran strike on Israel may be imminent. Group Head of Research Harry Tchilinguirian…

1
Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Testing $70/bbl Handle 2:49

1M ago2:49

2:49

The market is falling out of bed this morning! Group Head of Research Harry Tchilinguirian analyses the current market, with the Brent front-month December contract testing the $70/bbl handle, the market seemingly disregarding tension in the Middle East, participants going net short based on macro developments in China, and more factors. What direc…

1
Macro Mondays | LIVE | Chinese Stocks Soar Despite Mixed Data | 30|09|24 34:33

1M ago34:33

34:33

Last week, there was a string of aggressive stimulus announced in China. Existing mortgage loan rates cut, 7-day reverse repo rate dropped by 20bps, minimum downpayment requirement for second homes falling to 15%. Simultaneously, China announced it will allow securities firms, funds and insurers to tap PBOC funds to buy stocks. We have seen the CSI…

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The Officials with Jorge Montepeque: This is the End | S1 E10 22:46

2M ago22:46

22:46

Jorge is back from Asia, and his findings from Singapore, China and Vietnam are stark. Building construction and industrial demand has slowed down significantly. The slow-down in China is serious, and the West is yet to see and understand the enormity of the change. The noise on the streets of Shanghai is no longer the sound of motor engines, but j…

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Gabriel Sater Surpreende com seu Lado Nerd | DerivadoCast Especial #391 1:36:51

2M ago1:36:51

1:36:51

No episódio especial de hoje do DerivadoCast, tivemos a honra de receber o talentosíssimo Gabriel Sater! Além de ser um grande músico e nosso amigo querido, Gabriel nos surpreendeu com seu vasto conhecimento nerd. Falamos sobre suas paixões geek e, claro, trocamos ideias sobre o que ele gosta de escutar no dia a dia.No mundo das séries, mergulhamos…

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Oil insights with Harry Tchilinguirian | Are 70s the New 80s? | S1 E6 27:20

2M ago27:20

27:20

This episode of Oil Insights was recorded on 25th September, 2024 at 10am BST. Onyx Research Analyst Mita Chaturvedi and Research Associate Martha Dowding join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry Mita and Martha unpack recent price movements i…

1
Macro Mondays | LIVE | Broken Europe? The German Economic Data says "Yes" | 23|09|24 26:33

2M ago26:33

26:33

Last week, the Federal Reserve announced a hawkish 50bp cut, with Jerome Powell stating the US economy is strong after data beat expectations. Meanwhile, the unemployment rate surpassed the 36-month average - reaching levels previously seen during economic recession - and US home sales fell to their second-lowest level in 14 years. In Europe, the G…

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The CEO’s Address with Greg Newman | Analytical Consensus in the Oil Market 55:30

2M ago55:30

55:30

Senior Oil Derivatives Trader, James Anderson joins Group CEO Greg Newman to discuss the oil market’s significant reset, with crude futures prices dropping by approximately $10/bbl over the past few weeks. Greg and James debate the collective sentiment within the oil industry, noting how many traders follow the herd, seeking comfort in the analyses…

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DERIVADOCAST #390: FÓRMULA 1, EMMY 2024, A GAROTA DE MILLER (JENNA ORTEGA), FEIOS (NETFLIX) E MAIS! 1:35:12

2M ago1:35:12

1:35:12

Neste episódio especial, o Michel ficou de molho com gripe, mas isso não impediu a gente de trazer conteúdos quentes! 🚀 Aproveitamos para mergulhar no mundo da Fórmula 1, debatendo as últimas novidades da temporada e as polêmicas da pista. Se você é fã de F1, não pode perder!🏆 Emmy 2024 está chegando e compartilhamos os bastidores exclusivos da nos…

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Macro Mondays LIVE | Broken Europe? The German Economic Data says "Yes" 25:18

2M ago25:18

25:18

All Chinese data is coming out weaker than expected, with unemployment rising to 5.3% and the economy entrenched in deflation with the GDP deflator declining for its fifth consecutive quarter. The Chinese CS300 equity index is trading at it's lowest level since 2019, and property shares have declined by over 90% in just 4 years. James Brodie and Ja…

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F1 FORA DA BAND, O CASAL PERFEITO DECEPCIONA, BEETLEJUICE 2 E MAIS NO DERIVADOCAST! 1:41:31

2M ago1:41:31

1:41:31

DerivadoCast #NOVOEPISÓDIO: F1 FORA DA BAND, O CASAL PERFEITO, CIDADE DE DEUS, E BEETLEJUICE 2!Prepare-se para um episódio recheado de polêmicas e momentos surreais! 🌀Abrimos com quase uma hora de Arouvengers, seguida da notícia que pegou os fãs de velocidade de surpresa: a Fórmula 1 está saindo da Band! Um golpe duro para quem acompanha as corrida…

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Oil insights with Harry Tchilinguirian | How Short is too Short? | S1 E5 29:59

2M ago29:59

29:59

This episode of Oil Insights was recorded on 10th September, 2024 at 11am BST. Research Associate Vincent Wu guest hosts alongside Research Analyst Mita Chaturvedi as Harry Tchilinguirian attends APPEC in Singapore. In this week's episode of Oil Insights, Vincent and Mita delve into the current state of the oil market and discuss the potential for …

1
Macro Mondays LIVE | Americans Now Working 2 Full-Time Jobs 28:58

2M ago28:58

28:58

James and Will discuss weak U.S. ISM manufacturing. New orders fell to 44.6 points from 47.4 in July, experiencing contraction for the 3rd straight month. The prices paid index jumped to 54.0 points from 52.9 in July, expanding for the 8th month in a row. Inventories unexpectedly surged the most in the past decade. There’s weak employment data out …

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O FIM DO TWITTER NO BRASIL E O RETORNO ÉPICO DE OS ANÉIS DE PODER! | DERIVADOCAST #388 1:00:08

2M ago1:00:08

1:00:08

DerivadoCast #NovoEpisódio: Fim do Twitter no Brasil, Quando Ninguém Vê, Kaos com Jeff Goldblum, Terminator Zero e mais!No episódio de hoje, mergulhamos nas polêmicas do momento! Começamos com o impacto do fim do Twitter no Brasil e como isso está agitando as redes. Se você está confuso com as mudanças, o Alezão explica tudo sobre VPNs e como elas …

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The CEO's Address with Greg Newman | The Snobbery of the West 12:21

2M ago12:21

12:21

Group CEO Greg Newman discusses the challenges and evolving landscape of the oil derivatives market. He highlights the central role of exchanges in price discovery and liquidity, noting that these exchanges have become the heartbeat of the market. Greg also reflects on the historical dominance of Western financial centres in oil trading but suggest…

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Launching Onyx Retail Trading with Andrea Rebusco 39:17

2M ago39:17

39:17

Following the announcement of Onyx Capital Group's expansion into Retail Trading through the launch of Onyx Markets, Group CEO Greg Newman sits down with Director of Retail Trading, Andrea Rebusco, to discuss this significant milestone. This move is poised to transform the oil market, driving forward digitization, democratization, and scaling. The …

1
Oil insights with Harry Tchilinguirian | China more Yin than Yang | S1 E4 50:54

2M ago50:54

50:54

For a special episode of Oil Insights, Harry Tchilinguirian, Group Head of Research, is joined by Dr Michal Meidan, Head of China Energy Research at the Oxford Institute for Energy Studies, for a special edition of our podcast today focused on China. In this episode, Harry and Michal explore China's oil demand outlook as institutional forecasters, …

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