Blog
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Trend Following in the Wild: Why Prestige TV has big gaps between seasons
You know the feeling. A show you love gets renewed. Great news. Then… nothing. Eighteen months of silence before Season 3 finally shows up. It’s easy to read that as…
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Asset Class Scoreboard: October 2024
In October, most asset classes experienced setbacks amid increased market volatility: Global equities faced significant headwinds, with the ACWX world…
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October, CTAs, and the Year of the Whipsaw
Oh, to be an investor, where the markets often seem to do something completely different than what you thought was…
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Paul Tudor Jones: Positioning for Inflation Through Bitcoin, Gold, and Commodities
When Paul Tudor Jones speaks – people listen. He is known as one of Wall Street’s most successful macro traders,…
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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…
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Does your Multi-PM Portfolio need an All Star? Or a Team of Role Players?
With the NFL’s football season in full swing after a bevy of $100 million plus signings of All Star quarterbacks,…


