RCM Alternatives
Alternative Investments
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Latest posts
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How an Discretionary Ag Trader “Reads the Soybean Leaves” with Stephen Davis
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 Trade grain floor to building his own trading firm. Stephen…
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Why a bunch of Futures Folks are on that Stage?
First, the photos: yes, that’s the RCM crew ringing the opening bell at Cboe. It was a fun morning and nobody tripped off the stage. A win! Now for the actual news: futures are moving into ETFs, and for those of us who’ve lived in the managed futures world for years, that’s a…
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Running an “Old Fashioned” Hedge Fund with Adrian Keevil of Plustick Partners
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 approach. Keevil explains Plustick’s old-fashioned partnership…
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Asset Class Scoreboard: September 2026
September 2026 brought a split in the scoreboard, as Managed Futures and Commodities advanced while most other categories declined. Managed Futures gained +4.11% for the month, its fourth consecutive positive month, lifting its year-to-date return to +15.57% and moving it into…
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The Fall Solo Six-Pack: Sports Games, the Return of Discretionary Macro, & AI Coming for Your Job
In 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 Expo, where systematic strategies may be yesterday’s…
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AI, Markets, and the Profits of Doom with Adam Butler
Jeff 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 why AI is spreading faster than any technology before it and…
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RE-RELEASE: Texas Trend Following with Salem Abraham
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…
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Zigs, Zags, and Finding Micro Cap Winners with Ian Cassel
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…
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Asset Class Scoreboard: August 2026
August 2026 delivered broad gains across the scoreboard, with Commodities continuing their run by adding +6.21% for the month. That advance lifted their year-to-date return to +47.57%, holding their sizable lead atop the board. Managed Futures posted another positive month,…