34. Darrin Johnson

06/14/22 • 79 min

In this episode, I talk with Volatility trader, Darrin Johnson.

Darrin and I talk about all the things that traders never discuss. The dual role of being an independent trader and a family man and if balance is possible. What it's like to have your trader P&L also be your families balance sheet and what to do when you need a vacation.

I hope you enjoy this conversation with Darrin as much as I did...

In this episode, I talk with Volatility trader, Darrin Johnson.

I hope you enjoy this conversation with Darrin as much as I did...

Previous Episode

What happens in Vegas…. Gets Dished on this Pod. Overheard at a Derivatives Conference, Part 2

Welcome to part two of the special edition podcast, What Happens in Vegas, where RCM's Jeff Malec @AttainCap2 and I discuss the EQ Derivatives conference that we recently attended at the Las Vegas Wynn Hotel.

I highly recommend you go over to the Derivative podcast and check out part one of our discussion.

I also recommend you check out EQ Derivatives. It's a tremendous source for volatility options and all forms of derivatives trading.

I hope you enjoy this conversation with Jeff as much as I did...

Next Episode

35. Eric Crittenden

In this episode, I talk with Eric Crittenden, Founder and Chief Investment Officer of Standpoint, an investment firm focused on bringing all-weather portfolio solutions to US investors.

Eric plays an active role in the firms’ research, portfolio management, product innovation, business strategy, environments and client facing activities. He believes using an all-wealth approach is the most effective way to prepare for a wide rage of market environments, while producing meaningful investment returns with limited downside risk.

Eric has over 20 years experience researching, designing, and managing alternative asset portfolios on behalf of families, individuals, financial advisors, and other institution investors.

Eric and I talk about circuitous paths with multi-year dead-end rabbit holes, simplicity can be the ultimate sophistication, what do clients want? What's wrong with the investing industry, strategy scaling?

For people who want to understand the capital efficiency argument, this is helpful: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Portfolio 1 = a blend of the more popular managed futures strategies
Portfolio 2 = 100% Portfolio 1 + 50% global equities. Equities come at the expense of T-bills
Portfolio 3 = standpoint

Towards the end, Eric was referencing a bond video. Here’s the link: https://www.standpointfunds.com/content/bond-return-simulator

I hope you enjoy this conversation with Eric as much as I did...