Blog
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Running an “Old Fashioned” Hedge Fund with Adrian Keevil of Plustick Partners
In this episode, Jeff Malec talks with Adrian Keevil of Plustick Partners about his path from corporate finance and academic research to investing, and how his work on stakeholder relationships…
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Stacking Assets: Bitcoin, Gold, and the Future of Portfolio Diversification with David Dziekanski of Quantify Funds
This week on The Derivative: In this compelling episode, @David Dziekanski, founder of Quantify Funds, joins host Jeff Malec to…
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April’s Shake-Up: Commodities Crash, Managed Futures Follow
April 2025 brought some serious turbulence to the asset class scoreboard, with Commodities and Managed Futures leading on the downside.…
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Patience in Alts: Man Group Shows trend in Trend’s Initial Struggles
We’ve been discussing the challenges facing trend following strategies during April’s market volatility here in our post Paging Mr. Trend…
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Podshops, Prices, and Physical Flows: A Commodity Trading Framework with Stephane Bernhard of CAM/ETG
In this episode, we dive deep into the world of commodity trading with Stephane Bernhard, CEO/CIO of CAM Multi-Strat Asset…
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The Endowment Playbook: Balancing Long-Term Goals with Current Market Volatility
In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University’s $2.2 billion endowment, to explore…
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Trends, Tall Heads, and Transformations with Transtrend’s Harold de Boer
Dive into the fascinating world of trend following with Jeff Malec and one of the GOATs: Harold de Boer, a…
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Investment Diversification: The Ultimate Protection Strategy for Your Portfolio
Trading futures, forex, and other commodity interests involves substantial risk of loss and is not suitable for all investors. Past…

