07 Jan 2025

Return Stacking: From Theory to Practice – A 2024 Perspective

Remember back in 2021 when Rodrigo Gordillo (@RodGordilloP), Adam Butler (@GestaltU), and Corey Hoffstein (@choffstein) introduced us to “Return Stacking“? What started as an intriguing whitepaper has blossomed into something much bigger, transforming how many of us think about portfolio construction. Let’s dive into how this concept has evolved and why it matters even more […]

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31 Oct 2024

Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations

In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into the firm’s unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares […]

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06 Sep 2024

Asset Class Scoreboard: AUGUST 2024

🎉 August was a wild ride for asset classes! 🎢 U.S. real estate stole the show, with the IYR index showed gains of 5.40% as lower mortgage rates had buyers jumping for joy!  U.S. and global equities also advanced, with the S&P 500 rising 2.34% and the ACWX world stock index climbing 2.71% on solid […]

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08 Aug 2024

Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar

This week’s episode of The Derivative features an in-depth discussion with discretionary global macro trader Asim Ghaffar, founder and CIO of AG Capital. Ghaffar shares his insights on the recent market volatility, including his views on the potential triggers behind the sell-off and the chances we have for a recession. Was it just a blip […]

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01 Aug 2024

Cockroach Investing – the infographic

What does diversification really look like? See the Infographic One of the main concepts outlined in the strategy discussion was the Cockroach’s goal of ensembles of ensembles, rings within rings and layers upon layers as young Ender said in his ‘final test’ (for all you sci-fi fans). But what does that look like, in practice. We […]

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