The Derivative Signing Off for 2025: The Derivative Returns in January!
Dec 11, 2025
Jeff Malec wraps up the season with a lively look back at the year's market highlights, including tariff turmoil and rate fluctuations. He reflects on memorable conversations with guests like maritime expert Sal Mercongliano, discussing the tragic story of the Edmund Fitzgerald. Notable insights from trading legends Harold DeBoer and Grant Jafarian add depth to the recap. Jeff also shares the challenges of solo podcasting and hints at exciting new episodes returning in January.
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A Year Defined By Volatility And Rate Moves
- Jeff Malec summarizes the year as volatile with tariff noise, an April drawdown then sharp rebound, a vol crush, and shifting rates.
- These market swings shaped trader conversation and episode topics across the season.
Favorite Episodes And A Risky Solo Pod
- Jeff recommends the recent maritime episode with Sal Mercongliano as a standout that mixes music lore and shipping industry insight.
- He also recounts the solo six-pack episode as a personal deep-dive that listeners liked despite his nerves.
High‑Caliber Guests Shaped The Season
- Jeff highlights conversations with heavyweight practitioners that illuminated systems and trend debates.
- Guests like Harold DeBoer, Grant Jafarian, and Peter Madsen provided varied perspectives on trading and allocation.