Cover art for podcast The Derivative

The Derivative

110 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

1:39:15

Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers

2020 was ruled by global macro events – are we looking at the same fate in 2021? Our guest today can talk not only global macro, but also volatility, bond yields, correlation, oil, metals and more. To ring in the new year we’re joined by Diego Parrilla, Managing Partner at Quadriga Asset Managers and Author of "The Energy World is Flat" and "The Anti-Bubbles.” Diego isn’t just a global macro manager, and in today’s episode we’ll be talking about Spain, quoting complex options, the switch from gas to renewable energy, Beckenbauer bonds, the double digital, inflation on inflation, what’s happening at Quadriga, soccer, becoming an author, sometimes it’s better to be vanilla, privatized inflation, and what’re we going to do with gold?


Chapters:

00:00-02:24=Intro

02:25-17:48=Spain & Soccer

17:49-32:33=The Energy World is Flat

32:34-01:04:17=Inflation-on-Inflation vs Privatized Inflation

01:04:18-01:36:56=What’s Happening at Quadriga

01:36:57-01:39:15=Favorites


Follow along with Diego on Twitter & LinkedIn and check out Quadriga on their website.

And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.

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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