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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Charting a Chinese Commodities Course with Fred Schutzman of Abingdon Global
What do you do when trends stop appearing for the quarter of a billion dollars you manage? Where do you…
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BITFD & Wake the F Up with Ben Hunt of Epsilon Theory
Over 100,000 investors in 180 countries listen to Ben Hunt, founder of Second Foundation Partners and the Epsilon Theory blog,…
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Asset Class Scoreboard: July 2021
More of the same for the asset class scoreboard in July, as US real estate, US stocks, and Commodities all…






