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Mutiny Investing Podcast

Nov 19, 2019

Tom O’Donnell is a principal and a managing direction at 3D Capital Management. Tom began his career at the Virginia Retirement System where he pioneered the use of alternative investments to mitigate portfolio risks.

Since then, Tom’s 30-year career has been devoted to reminding investors that markets move in...


Nov 19, 2019

In this episode, we chat with Hari Krishnan of Doherty Advisors. Hari is a volatility macro-focused hedge fund manager and the author of The Second Leg Down, a look at practical approaches to profiting after a market shock.

We start the conversation with Hari by talking about the academic theory that suggests hedging is...


Nov 19, 2019

In this episode, we chat with Chris Cole, founder and chief investment officer at Artemis Capital Management. Chris is an expert in long volatility strategies and has a knack for coming up with analogies to explain them.

We talk about why Dennis Rodman is arguably one of the best basketball players of all time...


Nov 19, 2019

In this episode we chat with Wayne Himelsein, president and chief investment officer at Logica Capital. Wayne has spent over two decades managing long/short portfolios and so brings a wealth of experience to the conversation.

 

We talk with Wayne about a concept called negative skew and how it leads many investors...


Nov 1, 2019

In this episode, we flip the script and have our good friend Jeff Malec interview Jason and myself.

 

We start by talking about our backgrounds, mine in marketing cat furniture and Jason’s in selling Turkish rugs among other things and walk through how those led us to look for solutions to protect our own...