Best The Stack Pack Podcasts (2025)

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Signing Off for 2025: The Derivative Returns in January! 3:47

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14d ago3:47

3:47

Join Jeff Malec for a quick, fun season finale as he looks back on the year’s market highlights, standout episodes, and unforgettable guests. The Derivative is heading into a short holiday break, but we’ll be back with fresh conversations and a stacked guest lineup in January. SEND IT! Episode favs from 2026: Sal Mercongliano Solo Summer Six-pack H…

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Building a Commodity Trader Multi-Strat with Tom Holliday of HIP investment 1:17:19

1M ago1:17:19

1:17:19

In this episode, Jeff Malec sits down with Tom Holliday, founder and CIO of HIP Investments, for an in-depth conversation on reimagining multi-strategy investing in the commodity space. Tom shares insights from his distinguished career, from his early days at Refco to working with George Soros and launching both Titan Advisors and Hip Investments. …

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When the Gales of November Come Early: the Wreck of the Edmund Fitzgerald, and Modern Maritime Trade with Sal Mercogliano 57:05

1M ago57:05

57:05

Set sail with maritime historian Sal Mercogliano as we dive deep into the enduring mystery of the Edmund Fitzgerald, a legendary ship lost on the Great Lakes 50 years ago this week. From chilling tales of mariners’ lives and the critical role of iron ore trade, to the evolving challenges facing commercial shipping, this episode explores what really…

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Volatility's Heartbeat, the AI Boom, and MJ’s Bulls with Equity Armor’s Brian Stutland 1:04:22

2M ago1:04:22

1:04:22

Join Jeff Malec and Brian Stutland, Portfolio Manager at Equity Armor Investments, as they dive deep into the complex world of market volatility, AI's transformative potential, and strategic investing. Drawing from his extensive trading experience, Stutland offers unique insights into the VIX, option strategies, and navigating today's dynamic marke…

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Engineering Alpha using Trend and Volatility on Equity Beta with Eric Leake of ALTUS Private Capital 1:03:40

2M ago1:03:40

1:03:40

Buckle up for a wild ride through the markets with Eric Leake, founder of Altus Private Capital, as Jeff Malec explores the investment world with a quantitative maverick who's about to reveal the hidden playbook of market mastery! From analyzing market waves to navigating volatility, Eric uncovers his unique approach combining long-term equity mark…

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Overheard at a Stacked Portable Alpha Symposium 1:15:22

2M ago1:15:22

1:15:22

Join Jeff Malec and Jason Buck as they dive deep into the inaugural Return Stacked Symposium held at the CBOE in Chicago. They break down key presentations from institutional leaders like Jonathan Glidden and Roxton McNeal, exploring how portable alpha and return stacking are revolutionizing portfolio construction. Hear their candid insights on lev…

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S6:E3 - RIP Mr. Parmesan 58:15

3M ago58:15

58:15

We are back with THE STACK! Today we are proud to return to our roots! We are Covering Season 6 Episode 3 (as streaming) The cases are Mysterious Legends: Anna Anderson/ Lost Loves: The Children of Hilda Craun/ Wanted: Jerry Gervasoni! Rate, Review, Live, Laugh & Love!

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Beyond Buy and Hold: Q3 Asset Mgmt's Quantitative Approach to Tactical Investing with Bruce Greig & Brad Giaimo 1:09:47

3M ago1:09:47

1:09:47

Join Jeff Malec as he sits down with Brad Giaimo and Bruce Greig from Q3 Asset Management, two investment pros who turned trading floor grit into a modern, rules-based quant shop helping RIAs build out tactical trading models for clients. From Brad's formative days alongside Paul Tudor Jones to Bruce's mathematical approach to market analysis, you’…

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NASDAQ 100, Options & Volatility: 0DTE, Tail Hedges, Structured Products — with Kevin Davitt & Nicholas Smith 1:22:10

3M ago1:22:10

1:22:10

In this lively episode of The Derivative, Jeff Malec sits down with NASDAQ's Kevin Davitt and Nicholas Smith for a deep dive into the wild world of index options, with a special focus on the NASDAQ 100. These guys break down everything from the evolution of options trading to why the NASDAQ 100 is becoming the cool kid on the financial block. Kevin…

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Bridgewater, Botany & Breaking the 2&20 mold with Unlimited ETFs' Bob Elliott 1:06:29

3M ago1:06:29

1:06:29

In this episode of the Derivative podcast, we're hanging out with Bob Elliott, co-founder of Unlimited Funds. Bob used to work ata small shop you may have heard of… Bridgewater, working his way from (nearly) the mail room to Ray Dalio’s right hand man. And now he's doing something pretty interesting - he's figured out how to systematically replicat…

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Solo Summer Six-Pack: Talking Trend, AI, Leverage, and Hurricanes 24:08

4M ago24:08

24:08

Join Jeff Malec for a special solo "6-pack" episode where he tackles six topics on his mind during the summer podcast break. Jeff starts by examining the challenging trend following drawdown that's been plaguing the markets, sharing insights from his 25 years in the space and why this one feels different. He pays tribute to Waldo Wiens, the legenda…

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Netflix Vol 5 Ep 3 & 4 - Cattle Mutilations and Roswell! 48:01

4M ago48:01

48:01

This week on The Stack Pack, Dan Derwin, Road Dan, and Avid explore Unsolved Mysteries Volume 4, Episodes 3 and 4. From baffling cattle mutilations to the enduring mystery of Roswell, we dive into the facts, theories, and unanswered questions behind these iconic cases. We will be back with OG episodes next week!…

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Beyond Traditional Trend: Leveraging Experience, Short Term, and Crypto with Mike Stendler 51:12

5M ago51:12

51:12

In this episode of The Derivative, Jeff Malec sits down with Mike Stendler of O'Brien Investment Group to explore their history and evolution of trend following strategies. Stendler shares insights into their innovative approach, blending traditional trend models with machine learning techniques across multiple time frames. They dive deep into the …

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Netflix Vol 5 Ep 1 & 2 - Park Bench Murders and BECKY! 1:02:28

5M ago1:02:28

1:02:28

Dan Derwin, Road Dan, and David Howell break down Netflix Vol. 5, Eps. 1 & 2 — Park Bench Murders and My Paranormal Partner! BECKY LIVES!!!

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Beef Prices at All-Time Highs: Inside the Meat Markets with Jeff Apel of Wharton Capital 58:43

5M ago58:43

58:43

In this episode of The Derivative, Jeff Malec sits down with Jeff Apel, principal at Wharton Capital Management, to dive deep into the current cattle market. With beef prices hitting near-record highs, Apel shares his extensive experience from the trading floor to today's futures markets, explaining the complex dynamics behind rising meat prices. F…

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Netflix Vol 4 ep 4 & 5 - Murder Center Stage and Mothman 48:28

5M ago48:28

48:28

We have both Dans Back for a new episode! We are covering two episodes from Volume 4 of the Netflix Unsolved Mysteries series Murder Center Stage and Mothman Revisited! Please enjoy and stay safe out there!

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Options Alchemy: How Bernie Yu of Patronus Capital Transforms Market Making into Strategic Investing 1:05:41

5M ago1:05:41

1:05:41

In this episode of The Derivative, Jeff Malec sits down with Bernie Yu, co-founder and CIO of Patronus Capital, to dive deep into the world of options trading, market making, and the nuanced art of capturing convexity. Drawing from his experience at Optiver and his journey to founding Patronus, Bernie shares insights into how a four-person team com…

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Netflix Vol 4 Ep 3 - The Severed Head 56:58

5M ago56:58

56:58

WE'RE BACK! We missed you guys! We are currently trying to run through these Netflix episodes quickly so we can get back to Stack! We miss him as much as you guys do! Enjoy Dan Derwin and David Howell discussing "The Severed Head" NOTE: This ep was originally recorded in September 2024, we will be back with David and both Dans next week!…

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Family Offices: an inside look on who runs them and how you get that seat, with Brian Adams of Mack International 59:59

6M ago59:59

59:59

Join Jeff Malec as he sits down with Brian Adams, partner at Mack International, for an illuminating conversation about the intricate world of family offices. Brian shares his unique journey from real estate entrepreneurship to talent search, offering insider insights into how ultra-high-net-worth families manage their wealth, navigate generational…

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Tech, Trust, and Tactical Investing: A New Era of Wealth Management with Kevin Jamali of Farther 1:11:20

6M ago1:11:20

1:11:20

In this dynamic episode of the Derivative podcast, Jeff Malec sits down with Kevin Jamali, Senior Vice President at Farther, for an unfiltered dive into the evolving world of wealth management. What begins as a journey through Jamali's career—from Chicago Board of Trade futures trader to alternative investment strategist—quickly becomes a provocati…

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Pivotal Perspectives: Decoding the Modern Hedge Fund Landscape with Jon Caplis 1:02:21

7M ago1:02:21

1:02:21

In this episode of The Derivative, Jeff Malec sits down with Jon Caplis, CEO of Pivotal Path, to dive deep into the world of hedge funds. They explore current performance trends across strategies like equity quant, global macro, and multi-strategy funds, unpack the challenges of hedge fund data collection, and discuss how sophisticated investors ar…

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Is Trend Following Dead? (Again…) A Deep Dive with Crabel’s Grant Jaffarian 1:23:13

7M ago1:23:13

1:23:13

In this revealing episode, Jeff Malec sits down with Grant Jaffarian from Crabel Capital Management to dissect the current state of trend following. They explore the declining performance over the past 6 months, challenges in maintaining positive convexity, and the critical need for innovation. Grant offers candid insights into how trend following …

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Value Creation Over Financial Engineering: Kinzie Capital’s Suzanne Yoon on Modern Private Equity 1:07:08

7M ago1:07:08

1:07:08

In this episode of The Derivative, host Jeff Malec sits down with Suzanne Yoon, Founder and Managing Partner of Kinzie Capital Partners, for an in-depth exploration of private equity. Yoon shares her remarkable journey from the daughter of immigrant entrepreneurs in Chicago to leading a lower middle market buyout firm. Drawing from her rich backgro…

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Stacking Assets: Bitcoin, Gold, and the Future of Portfolio Diversification with David Dziekanski of Quantify Funds 58:18

8M ago58:18

58:18

This week on The Derivative: In this compelling episode, David Dziekanski, founder of Quantify Funds, joins host Jeff Malec to unpack the fascinating world of Bitcoin and gold. Dive deep into the innovative BTGD ETF, which stacks 100% Bitcoin and 100% gold, and explore the cutting-edge concept of portable alpha. Dziekanski shares insights on why th…

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Podshops, Prices, and Physical Flows: A Commodity Trading Framework with Stephane Bernhard of CAM/ETG 1:29:34

8M ago1:29:34

1:29:34

In this episode, we dive deep into the world of commodity trading with Stephane Bernhard, CEO/CIO of CAM Multi-Strat Asset Management. Drawing from his 30+ years of experience starting at Louis Dreyfus through commodity trading house ETG, Stephane shares how commodity trading has evolved from pure fundamental analysis to today's complex intersectio…

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Episode 49 - Metabolic Truth: Why Your Health Journey Feels Harder Than It Should with Brittney Zeedik 1:20:32

8M ago1:20:32

1:20:32

Send us a text Podcast Host: Glenn Lovelace Guest: Brittney Zeedik – Mom of 3, former hairstylist, and metabolic health enthusiast with a mission to simplify wellness Episode Length: ~1hr 25min 🔥 Episode Summary: In this eye-opening episode, Glenn is joined by Brittney Zeedik—a woman who turned personal tragedy into a passionate pursuit of truth ab…

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Episode 48 - Business - Figuring It Out As You Go with Sean Knudson 1:15:29

8M ago1:15:29

1:15:29

Send us a text On this episode Glenn dives in with special guest Sean Knudson. Sean takes us through his vast experiences with business and life over the past 20+ years. He's now a mentor a coach for business owners as he takes his unique experience and wisdom into these entrepreneurs businesses to help them reach their goals. You can find Sean on …

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The Endowment Playbook: Balancing Long-Term Goals with Current Market Volatility 1:09:39

8M ago1:09:39

1:09:39

In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University's $2.2 billion endowment, to explore the unique challenges and strategies of institutional portfolio management. The discussion covers Baylor's innovative approach to portfolio construction, including their successful deployment of volatility strate…

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WTF is this market? - with Vineer Bhansali of LongTail Alpha 54:32

9M ago54:32

54:32

In this emergency pod edition, Jeff Malec is joined by Vineer Bhansali, Founder and CIO at LongTail Alpha, LLC, to break down the market's wild rollercoaster ride that demanded immediate attention. When markets hit new lows only to rocket back with a stunning 10% rally, we knew it was time for another "WTF episode" – our signature emergency broadca…

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Trends, Tall Heads, and Transformations with Transtrend’s Harold de Boer 1:10:59

9M ago1:10:59

1:10:59

Dive into the fascinating world of trend following with Jeff Malec and one of the GOATs: Harold de Boer, a pioneering systematic trader who transformed his life path from a Dutch dairy farm into the sophisticated global investment firm Transtrend. In this episode, Harold shares insights into the evolution of trend following, discussing how understa…

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A Four-Stack Pod, talking stacking assets with Return Stacked ETFs 1:31:00

9M ago1:31:00

1:31:00

This episode of the podcast piles on the knowledge about "return stacking" - the investment approach that lets you layer alternative assets and strategies on top of your traditional portfolio, like a perfect investment sandwich. Jeff Malec has stacked the deck with FOUR financial heavyweights - Mike Philbrick, Rodrigo Gordillo, Adam Butler, and Cor…

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Unlocking the Equity Risk Premium with Dividend Futures 59:24

10M ago59:24

59:24

In this episode, Jeff Malec sits down with Rick Silva, the co-founder of Metaurus Advisors, a boutique asset manager. Rick walks us through Metaurus Advisors' innovative approach to understanding and trading the equity risk premium using dividend futures markets. Rick Silva provides insights into the firm's background in derivative markets and thei…

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Episode 47 - “Men vs Women, Improving The Marriage Dance and How to Change Your Marriage Without Changing Your Spouse” With Jody Moore 1:04:21

10M ago1:04:21

1:04:21

Send us a text In this episode, Glenn sits down with Jody Moore, a master-certified life coach, speaker, and bestselling author, for a conversation about relationships, personal growth, and the patterns that shape our marriages. Jody is best known for helping women reframe their thinking, improve communication, and embrace personal development—but …

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Episode 46 - Why High-Achieving Men Should Listen & Love Jody Moore - An Intro to Episode 47 with Jody Moore 29:04

10M ago29:04

29:04

Send us a text Podcast Episode 46 - Why High-Achieving Men Should Listen & Love Jody Moore - an introduction episode to Episode 47 with Jody Moore… In this episode, Glenn brings on life coach, author, and podcasting powerhouse Jody Moore for a deep conversation about marriage, mindset, and personal transformation. Jody is best known for helping ind…

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Options give you Options with Scott Phillips of Lavaca Capital 49:07

10M ago49:07

49:07

In this episode, Jeff Malec sits down with Scott Phillips, the CIO of Lavaca Capital, to discuss the firm's journey in the world of options trading. Scott shares his personal background, from his start as an auditor of energy derivatives at KPMG to founding Lavaca Capital and navigating the complexities of options strategies. The conversation cover…

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Unlocking the Commodity Risk Premium with Kurt Nelson of SummerHaven 1:13:45

10M ago1:13:45

1:13:45

Join us for an insightful exploration of the fascinating world of commodity futures with Kurt Nelson, co founder and Managing Partner of SummerHaven Index Management. Kurt shares his unique perspective, honed over decades of experience, on the rich history and evolution of commodity markets - from the Dojima Rice Exchange in 16th century Japan to t…

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Episode 45 - Being "On The Hunt" - With Hunter Rasmussen 1:19:30

11M ago1:19:30

1:19:30

Send us a text On this episode Glenn has another great man on the podcast - Hunter Rasmussen. Glenn met Hunter and his Dad at the gym. At the time of meeting Hunter, Glenn was in a immobilizing neck and arm contraption and although that's unusual gym attire you guys should have seen Hunter. As you might guess Hunter has a pretty wild story of "over…

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Episode 44 - Digital Dementia, Distraction, Relationships and Being Hyper-Intentional - With Therapist Brandon Condie 1:09:50

11M ago1:09:50

1:09:50

Send us a text In this episode Glenn has a special guest and friend on the podcast - welcome back, Brandon Condie. In this episode dive into some of the MOST common situations people are finding themselves in and how you can take action to learn, practice, and make improvements. We cover the alarming new details coming out about the dangers of tech…

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The State of AI, and AI in Alternative Investments with Mohammad Rasouli of AIx2 58:28

11M ago58:28

58:28

In this episode, we dive deep into the current state of AI… getting to its transformative impact on the alternative investments landscape. Our guest, Mohammad Rasouli, is a renowned researcher at Stanford University and the founder and CEO of AIx2, a leading AI solutions provider for private equity, venture capital, and hedge funds. Mohammad shares…

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Episode 43 - Leaning Into The Unknown - A Therapist's Journey To The Mic - With Brandon Condie 42:48

11M ago42:48

42:48

Send us a text Episode 43 - Leaning Into The Unknown - A Therapist's Journey To The Mic - With Brandon Condie In this episode, Glenn has a very special guest on the show... In this unique episode the guest was asking Glenn how to Launch a Podcast - so to make things fun and entertaining, we give you an inside look at how a "Big Goal Setting" type s…

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A US state with a sovereign wealth fund? Utah’s new approach to old money with Peter Madsen 1:12:13

11M ago1:12:13

1:12:13

In this first episode of 2025, we’re plunging right into the fascinating world of sovereign wealth funds with Peter Madsen, the CIO of Utah's School and Institutional Trust Funds Office (SITFO). Peter shares his unique perspective on managing a multi-billion dollar portfolio designed to support public education in the state for generations to come.…

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General George Cashington had a Dream of a Grand Financial System (a humorous prelude to Season 5) 10:18

11M ago10:18

10:18

For our first episode of 2025 we wanted to take a different approach... Enjoy our full-blown parody of Nate Bargatze's 'Washington's Dream' – complete with satire of several key issues in private equity and private market valuations. Warning: May contain traces of reality and excessive financial humor.…

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The Polymath Pod: Jason Buck and Zed Francis talk rates, vol, and cheeseburgers?! 1:20:20

1y ago1:20:20

1:20:20

To close out the 2024 season of the Derivative podcast, host Jeff Malec sits down with two friends of the pod, and friends of his - Jason Buck and Zed Francis - for a wide-ranging discussion on the state of the markets, the unpredictability of macro events, and the importance of understanding underlying structures and dynamics. The conversation beg…

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

1y ago1:07:18

1:07:18

In this episode, Jeff Malec sits down with David Sun, an entrepreneur, 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 …

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

1y 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 …

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

1y 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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Episode 42 - Unstoppable - The Power Of Never Giving Up with Jordan Stevenson 1:54:50

1y ago1:54:50

1:54:50

Send us a text In this powerful episode Glenn introduces his friend, former client and wingman Jordan Stevenson on the podcast. - Please follow Jordan @headshotjordan - Order his book on Amazon/Audible: Unstoppable: The Power Of Never Giving Up CLICK FOR AMAZON LINK - To book him for an event msg him on instagram or go to his website: https://heads…

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Episode 41 - Men Are Destined To Rise - With Ryan, Nick and Austin 1:29:20

1y ago1:29:20

1:29:20

Send us a text In this episode Glenn and his guests dive into what men are struggling with in their journey to becoming a man... And how men are rising up to take back their life by remembering God and doing their unique work to not only heal but RISE up into their power as a man of God. The Guests Include: Ryan Di Lello - @ryandilello Nick Leyva -…

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

1y 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…

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Episode 40 - What Does It Really Take To Start & Stay In Business with Adam Bussberg 1:18:13

1y ago1:18:13

1:18:13

Send us a text In this episode Glenn has friend and former client Adam Bussberg on the show. Adam runs a successful HVAC business in Utah. When he started working with Glenn as a business client he was generating $2.7M in revenue annually and one of his big audacious goals was to become a $10M business within 5 years. Adam credits coaching, hard wo…