Cover art for podcast The Derivative

The Derivative

111 EpisodesProduced by RCM AlternativesWebsite

Welcome to The Derivative by RCM Alternatives, where we dive into what makes alternative investments go, analyze the strategies of unique hedge fund managers, and chat with interesting guests from across the investment world. Hosted by RCM Managing Partner, Jeff Malec, join us to take a ride through… read more

1:16:35

"Maybe I’m the Retail Idiot" with Bill Brewster

Dive into this fun chat with the equally irreverent and intelligent Bill Brewster, the self-made value investor in the style of Warren Buffet who dishes on twitter @BillBrewsterSCG hosts the Business Brew podcast in his spare time. We go into Chicago vs Florida real estate and taxes, commercial banking, TastyTrade and options, just how big of a Buffet fan you have to be to name your son Warren, Marvel vs Star Wars, the ultimate recurring revenue game that is cable companies, the brilliance of Disney+, how exactly can some random guy compete with huge investment firms, the dangerously gamified Robinhood, lessons learned from the pros, Cam Newton, not caring about drawdowns, owning poor franchises, the value trap, long term options, the Twitter machine, second order vs no order thinking, and of course, maybe just being some lucky retail idiot.

Enjoy


Chapters:

00:00-01:52=Intro

01:53-13:38=Options, TastyTrade, Law School and Value Investing

13:39-26-40=Wait til companies get cheap, then buy them

26:41-38:04=Some Lucky Retail Idiot & Disney+

38:05-47:56=“The Buff Dog” would still Wax All of Us

47:57-01:06:28=The Business Brew Podcast & Platform concerns

01:06:29-01:16:35=Favorites


From the episode:

The Business Brew podcast, Arnold Vanderburgh Episode, Adam Robinson Episode

Ice Man/Maverick blog post

Follow along with Bill on twitter @BillBrewsterSCG and visit his podcast page The Business Brew

Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2,  or LinkedIn , and Facebook, and sign-up for our blog digest.

And visit our sponsor, the CME Group at www.cmegroup.com to learn more about futures and options.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

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