Blog
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The Fall Solo Six-Pack: Sports Games, the Return of Discretionary Macro, & AI Coming for Your Job
In this solo six-pack episode of The Derivative, Jeff Malec makes the case for showing up to your kids’ games, especially when the final round of high school golf ends…
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Trading 80 Synthetic Markets with Trend, Carry & Skew: Jiro Fujisawa, Asset Management One USA
Jeff Malec sits down with Jiro Fujisawa of Asset Management One USA to unpack one of the more unique quant…
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Asset Class Scoreboard: July 2026
July 2026 flipped the recent script for Commodities, which jumped +12.03% for the month after two straight declines. That rebound…
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Single Stock Futures: Back to the Future (And This Time It Might Actually Stick)
Will we soon see a 3x leveraged NVIDIA ETF, a 5x SpaceX ETF? Built not on swaps or options, but…
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Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water…
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Asset Class Scoreboard: June 2026
June 2026 closed out the second quarter with a mixed picture across asset classes. Commodities fell -10.49% for the month,…




