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Alpha Exchange

Dean Curnutt

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Absolutely Alphas

Absolutely Alphas

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A brother and sister duo with very alpha personas discussing topics they don't always agree on. Fun and inviting, these two intelligent Baltimore natives will keep you intrigued. Both are entrepreneurs involved in everything from physical training to managing a non-profit. This podcast is their platform to share their secret conversations to the world. Each episode containing two blocks called Passion Point and Shocker Segment (they are what they sound like).
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The Alpha Podcast by CANIS

Ryan Efurd, CANIS

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Each week, CANIS founder Ryan Efurd talks with professionals who are absolutely killing it in their chosen field. Extreme hunters, elite athletes, serial entrepreneurs...they are at the top of their game. Listen to find out what it took for them to become the Alpha in their industry.
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A couple of years ago, when I went searching for specific tips, tools and tricks to help me level up my marriage. I read books, I searched the internet, I watch YouTube...But the information I found was...shall I say...lacking! The information also was not particularly relevant to the unique challenges of today’s modern marriages with both people juggling the pressures of working outside the home, living up to societal pressures of those ”perfect” homes, bodies, and all other kinds of expect ...
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It was a pleasure to welcome Ian Harnett, co-founder and Chief Investment Strategist at Absolute Strategy Research, to the Alpha Exchange. Our discussion explores how long periods of low volatility and abundant liquidity can quietly allow systemic risks to accumulate outside the traditional banking system. Drawing on lessons from the Global Financi…
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Kumaran Vijayakumar has spent his career in the equity derivatives market, first as an exotics trader and later in running large risk-taking desks in listed and OTC options. Now, the CEO of DataDock Solutions, a firm he Co-Founded in 2018, Kumaran and his team are developing analytical tools that allow sell-side flow desks to better understand the …
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Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and finally, geopolitical. This last category is non-market, market risk. And in this context, it was a pleasure to welcome Mark Rosenberg, Founder of GeoQuant and adjunct professor at UC Berkeley to the Alpha…
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Todd Rapp got his career started in equity options at Goldman Sachs in the late 1990’s, a wild time in which a bubble inflated and burst and provided critical lessons in both gamma and vega risk in the process. Now the CEO of the Fortress Multi-Manager Group, Todd leans heavily on his derivatives DNA in the areas of sourcing uncorrelated return str…
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With divorce rates hovering around 50% and women initiating 70-80% of them, many men are left wondering if marriage is even worth it in today’s world. While it’s easy to blame modern women, the legal system, or the institution itself, the truth is far more uncomfortable: most marriages don’t fail because of one person alone. Men play a massive role…
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It was a pleasure to welcome Jessica Stauth, CIO for Systematic Equities at Fidelity Investments, to the Alpha Exchange. Our discussion explores how quant investing has evolved through cycles of market stress, technological change, and today’s extraordinary concentration in the equity landscape. Reflecting on her start in markets in the aftermath o…
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They say there’s always a bull market somewhere and a chart on doom commentary has surely been up and to the right. Perhaps it’s been the joint decline in the equity and crypto markets. NVDA is down 10% in November and Bitcoin is down almost twice that. Perhaps it’s been that there wasn’t a hard and fast enough of a catalyst to point to…no trade wa…
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Wife Says No to Sex? What Married Men Should Actually Do When Rejected (Pragmatic Advice for Real Marriages) Every married man gets turned down for sex eventually — whether you have a high-sex marriage or you’re already in a low-sex or sexless one. The real question is: what should you do in that moment without building resentment, losing your masc…
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Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC to now overseeing option-based strategies across a $600 billion platform…
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On this episode of the Alpha Exchange, I’m pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our conversation centers on one of the most consequential themes in markets today: the intersection of artificial intelligence, exponential innovation, and market structure. With Nvidia’s historic rise as a backd…
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Join Monica's Free Community Here: https://www.skool.com/modernmarriagewithmonica/ Benefits such as: 1. Early access to videos 2. Free access to Marriage Meter: A Quick & Easy Way to Assess Your Marriage Health 3. Ability to ask Questions Directly Richard Cooper is BACK with his explosive new book The Top Shelf Man and he’s dropping red-pill truth …
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Law Enforcement Wife’s Heartbreaking Plea: Overworked Cop Husband Works 100+ Hours/Week, No Dates in 5 Years, Intimacy 4X Last Year – Is He Cheating, Depressed, or Addicted? (Viral 1.4M Update Reaction)A desperate police wife begs middle-aged married men for advice after 5 years of women’s tips failed. Her law enforcement husband works MON-FRI 6AM-…
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The global economic and geopolitical order has long been balanced by the United States. Today, however, that traditional stabilizing role is in flux. The drivers of market uncertainty, typically resulting from changes in monetary policy and the economy, are increasingly linked to US politics. Fiscal strain, tariffs, and hyper-partisanship are sourc…
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Loyal listeners, I hope your recent days have gone well, even if they are becoming shorter. On my mind – and where I hope to engage your interest for 20 odd minutes – is the topic of risk and uncertainty. The SPX is at an all time high and it is also highly concentrated with volatile and richly valued but uncorrelated tech behemoths. That’s very un…
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Join Monica's Free Community Here: https://www.skool.com/modernmarriagewithmonica/about?ref=ef239ca470a34e648243770616f65c73 Benefits such as: 1. Early access to videos 2. Free access to Marriage Meter: A Quick & Easy Way to Assess Your Marriage Health 3. Ability to ask Questions Directly Contact Monica: Interested in Coaching? Send me an email at …
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The distribution of asset price returns is a subject of much study in the literature of empirical finance. We know, of course, that equity returns are left-tailed, subject to the occasional violent plunge. But other asset classes are different, and in this context it was a pleasure to welcome Ben Hoff, Global Head of Commodity Strategy at Société G…
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They say that diversification is the only “free lunch” in markets. Scatter your bets around and you’ll realize a reduction in volatility that helps you manage risk. That’s been happening at an epic scale in US equity markets: the 1m correlation among stocks in the S&P 500 is (to quote Dean Wormer from Animal House) zero point zero. But I’d argue th…
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It was a pleasure to welcome David Puritz back to the Alpha Exchange. A colleague of mine from 25 years ago and now the CIO of Shaolin Capital Management, Dave has some excellent insights to share on uncorrelated investing broadly and on the current state of convertible bond trading, risk, and liquidity, specifically. When he last joined the podcas…
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In this inspiring episode, we sit down with Ben Black, father of four and founder of Dynasty Foundry, to discuss his mission to empower men to build lasting wealth—not just for today, but for generations to come. Ben shares his journey from a self-focused mindset to embracing the responsibility of creating a legacy for his children, emphasizing the…
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In this discussion, I share my thoughts on the backdrop for both SPX realized and implied volatility, as I explore the question of whether there is value in optionality. We have 3 things going in terms of realized vol at the index level. It’s low, it’s especially low on SPX down days, and it’s remarkably stable. My take is that the combination here…
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In this eye-opening video, we dive into 5 compelling reasons why men are made to lead in marriage, blending logic, biology, and faith for a balanced perspective. Whether you're looking to strengthen your relationship or understand traditional roles better, this discussion equips men to step up as the leaders their wives truly desire. Key highlights…
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In this thought-provoking video, we explore a real-life dilemma faced by a couple struggling to align on a critical decision: whether to expand their family further. Based on a conversation with a woman on X, we unpack a situation where her husband made a unilateral decision to get a vasectomy behind her back, leading to feelings of deep betrayal. …
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On this episode of the Alpha Exchange, I had the pleasure of reconnecting with Ken Rogoff, Professor of Economics at Harvard and former Chief Economist at the IMF. In our conversation, we explore themes from his latest book, Our Dollar, Your Problem, a valuable retrospective, and analysis of the rise of the U.S. dollar as the world’s reserve curren…
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Discover the secrets behind how women subconsciously assess a man's masculinity and how you can rank higher in their eyes to boost attraction. In this in-depth video, we break down the key factors that women prioritize when evaluating men, from the critical importance of personal hygiene to the impact of facial features, grooming habits, and body c…
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It was a pleasure to welcome Kris Kumar, founder and CIO of Goose Hollow Capital, back to the Alpha Exchange. Kris presents a compelling argument that traditional economic frameworks centered on consumption are becoming obsolete as AI-driven capital expenditure emerges as the dominant growth engine. With companies spending $400 billion annually on …
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As the summer winds down, and there’s so little daily motion in the SPX, the realized vol spike of April feels further in the rear view. I often suggest that periods of calm in the market can cloud our thinking about risk. Sometimes markets get caught in low vol moods and this is one of them. But low realized volatility should not be viewed as an a…
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On this episode of the Alpha Exchange, I was joined by Ben Hunt, Co-founder and CIO of Perscient. Ben has built his career around one powerful idea: that the stories we tell—whether in politics, markets, or everyday life—shape our behavior far more than we realize. In the mid-2000s, entering Wall Street from outside its traditional ranks gave him a…
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In this thought-provoking video, we explore the hidden reasons why modern marriages are struggling, both in the bedroom and beyond. The core issue? For women ages 20-49 it's most likely due from the overwhelming mental load that women carry while trying to "have it all." From balancing demanding careers and motherhood to maintaining relationships a…
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Struggling with a sexless marriage? In this video, we tackle the difficult but crucial conversation about addressing a lack of intimacy in relationships. Talking about the "birds and the bees" with kids is awkward, but discussing intimacy issues with your spouse can be even harder. With 25-50% of marriages facing low libido or sexless challenges, t…
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Join us for an in-depth and inspiring conversation with Laura How, a renowned UK-based relationship counselor and coach, and the creator of the YouTube channel @LauraHow. In this episode, we explore the complexities of building and sustaining a thriving marriage in today’s world. Laura shares her personal journey, from overcoming a challenging upbr…
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On my mind is correlation. There are plenty of financial market correlations, both implied and realized. In equities, we talk a good deal about the correlation implied by the relationship between S&P 500 index implied vol and the implied vol on the stocks within the index. That’s been low, to put it mildly. How about the correlation between the dol…
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Explore the seven critical reasons behind a husband's lack of interest in intimacy in this comprehensive video guide. Building on Part 1, where we discussed low testosterone, changes in a wife’s appearance, and chronic disrespect, this video delves into the final four reasons that can strain marital intimacy. We provide detailed insights into emoti…
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In this eye-opening episode, we dive into a question that’s more common than you think: Why does my husband have a low libido? While this issue is often discussed from a male perspective, many women face the challenge of a sexless marriage due to their husband’s lack of desire. With 25-50% of marriages classified as sexless (Psychology Today) and 1…
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The clearing price of optionality in the market is impacted by a myriad of factors. To be sure, the economy and corporate profit cycle, the stance of monetary policy and geopolitical risk all matter. Flows in the derivatives markets are also of consequence as they impact the environment for supply and demand. And in this context, it was excellent t…
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Are you struggling to understand why your wife’s interest in intimacy has waned? In this video, we dive deep into the common myths about why women may lose sexual interest in their husbands and reveal the truth about what drives female attraction. From debunking the idea that it’s all about technique or financial motives to exploring the emotional …
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In this video, we dive deep into the complexities of female attraction and why so many men struggle to maintain it in marriage. From navigating the overwhelming advice on YouTube to understanding the different "crowds" of men offering solutions, we break down what works and what doesn't. Whether it's the "never get married" group, the "pump and dum…
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It was a pleasure to welcome John Marshall, Head of Derivatives Research at Goldman Sachs, to the Alpha Exchange. Our conversation explores a number of critical topics starting with the meaningful growth of equity funds deploying options as part of a risk management overlay. John describes how covered call ETFs and systematic vol-selling funds have…
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Struggling with unforgiveness in your marriage? In this in-depth video, we unpack a real-life story from my free community about a husband caught in a common relationship mistake that spiraled into a major conflict. After receiving “accidental” text messages from a woman—the husband engaged in friendly, non-sexual conversations. His wife claims thi…
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Greetings and salutations loyal listeners, welcome to what promises to be another exciting addition to our Sayings on Vol and Risk. To set the table, last year, I did a 5-part series with 25 Sayings. These are concise statements I’ve wound up using many times over during the course of my career to help myself and others think about market risk. The…
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Today’s world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like th…
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Join us for an insightful and transformative episode of the podcast where I’m thrilled to be joined by Karyn Seitz, the creator of the Happy Wife School YouTube channel. Both of our channels share a mission to empower women to cultivate their own happiness and help men navigate the complexities of modern relationships. In this engaging conversation…
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With nearly three decades at BlackRock, Mitch Garfin brings a deep well of experience to his role as Co-head of Leveraged Finance, overseeing high yield and leveraged loan strategies for the firm. In this episode, we explore the evolution of the credit landscape — from structural shifts in the high-yield market that leave indices of higher credit q…
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In 2024, I did a 5-part podcast series called “25 Sayings on Vol and Risk”. These are observations I’ve found do a nice job of describing how markets work, or perhaps better said, how markets sometimes fail to work. Because markets are always teaching us lessons, I couldn’t help but add to the original 25 with five new sayings. I’ll follow up in sh…
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Thanks for joining our exclusive live broadcast. Where we will go over the 6 Pillars to Long Term Sexual Attraction. This is a surface level mini bootcamp for my new course How to Create and Maintain Long Term Sexual Attraction. Join My Free Community Here: https://www.skool.com/understanding-women-4317/about?ref=ef239ca470a34e648243770616f65c73…
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As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm’s institutional client base understand the complex risk dynamics that impose themselves on today’s markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning…
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Discover how I grew my YouTube channel, Modern Marriage with Monica, to 50,000 subscribers in just one year and how I got monetized in just 6 weeks! Learn the exact strategies, equipment, and editing tips that helped me succeed, plus behind-the-scenes insights on creating viral content (like my clip with 300,000+ views) that resonated with men seek…
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