Cover image of Alpha Exchange

Alpha Exchange

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 wi... Read more

Ranked #1

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Ben Melkman, Founder and CIO, Light Sky Macro LP

Ben Melkman, Founder and CIO, Light Sky Macro LP

Fascinated by markets at a very young age, Ben Melkman has spent his investing career thinking through the intersection ... Read more

5 Nov 2019

57mins

Ranked #2

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Harley Bassman, The Convexity Maven

Harley Bassman, The Convexity Maven

There is but one Convexity Maven in the world, a moniker that belongs uniquely to Harley Bassman. A 35 year career in f... Read more

13 Jun 2019

46mins

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Ranked #3

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Harry Markopolos, Certified Fraud Examiner

Harry Markopolos, Certified Fraud Examiner

In a matter of hours in 1999, Harry Markopolos determined that Bernard Madoff’s returns were not real. Over the course ... Read more

11 Dec 2018

1hr 5mins

Ranked #4

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Vineer Bhansali, Founder and CIO of Long Tail Alpha

Vineer Bhansali, Founder and CIO of Long Tail Alpha

Armed with a Ph.D. in Theoretical Physics, Vineer brings a deep understanding of financial mathematics to developing tra... Read more

20 Nov 2018

58mins

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Ranked #5

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David Rogers, Founder and CIO of JD Capital Management

David Rogers, Founder and CIO of JD Capital Management

In the market for global equity volatility, few investors have the magnitude of experience of David Rogers. Starting at ... Read more

1 Feb 2019

52mins

Ranked #6

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Michael Aronstein, President and CIO of Marketfield Asset Management

Michael Aronstein, President and CIO of Marketfield Asset Management

Hitting the Street in the bear market days of the late 70’s, Michael Aronstein became quickly engaged in studying the Fe... Read more

8 Feb 2019

1hr 2mins

Ranked #7

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Alex Kazan, Chief Strategy Officer, Eurasia Group

Alex Kazan, Chief Strategy Officer, Eurasia Group

Utilizing a framework built over two decades, Alex Kazan is keenly attuned to today’s complex world of geopolitical risk... Read more

4 Apr 2019

51mins

Ranked #8

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Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America - Merrill Lynch

Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America - Merrill Lynch

At first blush, market volatility and fragility would appear to be two sides of the same coin. But for Ben Bowler and hi... Read more

22 Jul 2019

54mins

Ranked #9

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Michael Green, Chief Strategist, Logica Capital Advisers

Michael Green, Chief Strategist, Logica Capital Advisers

Managing portfolios over the course of two decades, Mike Green has developed a unique framework for assessing risk and o... Read more

27 Jan 2020

1hr 2mins

Ranked #10

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John Succo, Partner, SS Financial

John Succo, Partner, SS Financial

When it comes to equity derivatives, few individuals have traded more options than John Succo.  Across a career in marke... Read more

10 Feb 2020

1hr 10mins

Ranked #11

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Alberto Gallo, Partner and Portfolio Manager, Algebris Investments

Alberto Gallo, Partner and Portfolio Manager, Algebris Investments

Earning his chops as a macro economist on the sell-side, Alberto Gallo has seen the pendulum of risk swing from extreme ... Read more

27 Nov 2019

42mins

Ranked #12

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Jim Bianco, Founder and President, Bianco Research, LLC.

Jim Bianco, Founder and President, Bianco Research, LLC.

In the mid 1980's, and recently graduated from Marquette University, a young Jim Bianco scored an accidental meeting for... Read more

14 Oct 2019

1hr 3mins

Ranked #13

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Ray Iwanowski, Co-Founder and CIO, SECOR Asset Management

Ray Iwanowski, Co-Founder and CIO, SECOR Asset Management

There’s not much natural intersection between the study of mathematics and Russian literature. But for the ever-curious... Read more

5 Jun 2019

1hr 4mins

Ranked #14

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Louis-Vincent Gave, CEO and Founding Partner, Gavekal

Louis-Vincent Gave, CEO and Founding Partner, Gavekal

In 1999, as a new century was nearly upon us, the Euro was born and the US tech bubble was in full sway, Louis Gave hung... Read more

13 Nov 2019

57mins

Ranked #15

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Eric Peters, One River Asset Management

Eric Peters, One River Asset Management

Beginning his career in Chicago trading corn futures in the late 1980’s, Eric Peters moved into the sharp elbowed world ... Read more

21 Dec 2018

1hr 2mins

Ranked #16

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James Grant, Founder of Grant’s Interest Rate Observer

James Grant, Founder of Grant’s Interest Rate Observer

A gunner’s mate in the Navy and a graduate of Indiana University, Jim Grant ventured to the financial desk at the Baltim... Read more

18 Jan 2019

47mins

Ranked #17

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Jon Havice, Founder and CIO, DGV Solutions

Jon Havice, Founder and CIO, DGV Solutions

A nearly 30 year career has given Jon Havice exposure to just about every strategy across the spectrum of asset markets.... Read more

4 Dec 2019

47mins

Ranked #18

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Scott Ladner, Chief Investment Officer, Horizon Investments

Scott Ladner, Chief Investment Officer, Horizon Investments

In 1998, Scott Ladner hit the derivatives scene at First Union, just as LTCM was imploding and equity volatility was roc... Read more

12 Dec 2019

50mins

Ranked #19

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Benn Eifert, Founder and CIO, QVR Advisors

Benn Eifert, Founder and CIO, QVR Advisors

Welcome to the first in a special series of the Alpha Exchange in which the 2020 economic and financial crisis is the sp... Read more

30 Mar 2020

26mins

Ranked #20

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Nancy Davis, Founder, Quadratic Capital

Nancy Davis, Founder, Quadratic Capital

Nancy Davis, founder of Quadratic Capital, has spent her entire career trading options of all shapes and sizes and acros... Read more

13 Sep 2019

50mins

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