The Derivative

Beyond Buy and Hold: Q3 Asset Mgmt's Quantitative Approach to Tactical Investing with Bruce Greig & Brad Giaimo


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Join Jeff Malec as he sits down with Brad Giaimo and Bruce Greig from Q3 Asset Management, two investment pros who turned trading floor grit into a modern, rules-based quant shop helping RIAs build out tactical trading models for clients.  From Brad's formative days alongside Paul Tudor Jones to Bruce's mathematical approach to market analysis, you’ll hear how Q3 builds transparent, systematic models that aim to outperform while protecting downside risk.  If you’re an RIA, allocator, or markets geek, this episode is packed with tactical insights and practical knowledge delivered by practitioners who’ve moved from the trading pits to the trading platforms. SEND IT!


Chapters:

00:00-00:42=Intro

00:43-9:37= Cotton to Paul Tudor Jones: Brad Giamio's Trading Floor Origin Story

09:38-19:39=From Bankruptcy Software to Quantitative Trading: Bruce Greig's Path to Q3

19:40-34:57=Q3's Organic Growth: From Family Funds to Advisor-Driven Strategies

34:58-47:42=Systematic Investing Unveiled: Q3's Quantitative Model Philosophy

47:43-01:03:16= Q3's Fund Evolution: From SMAs to Mutual Funds and ETFs

01:03:17-01:09:47= Eddie Murphy & Trading Floor Memories: The Concentric Circles of Market Information



RCM Blog: The Definitive List of the Best Investing Movies
Follow along on LinkedIn with Bruce & Brad and be sure to check out Q3's website https://www.q3tactical.com/ for more information!


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