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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YOLO is BS, and Investing as just one Dimension of Wealth with Brian Portnoy of Shaping Wealth
Will the real Portnoy please stand up? This week’s guest may not be rating pizzas worldwide in one bite, but…
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Cotton the Canary, Why it’s a leading indicator, and how it’s traded with Ron Lawson
Are the Fed’s hikes starting to dampen inflation? Oil, grains, and metals have all fallen from their highs. But the…
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Asset Class Scoreboard: June 2022
It’s a bird, it’s a plane… no, it’s managed futures, clocking in with gains once again this year as other…
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Trend Following Crypto with Leigh Drogen of Starkiller
What should we make of the recent crypto crash? A sign this is all a scam? Or just another dip…





