Blog
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Why Oil Didn’t Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during…
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Why Charts and What Data with Sean Brown of YCharts on The Derivative
In today’s episode, we’re passing by all the players and calling in the head coach – the head coach of…
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5 Asia/China Focused Hedge Funds, 1 Podcast!
The Chinese market is a secret well-kept, with stringent rules and difficult entrance rates. But those who’ve kept their heads…
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Asset Class Scoreboard: June 2020
In exchange for being one of the only assets up in Q1, would you trade being down in Q2? That’s…
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Do Hedge Funds Suck?
We got off a call with an investor the other day who mentioned that the past two+ years have been…
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Tiger Woods(ing) your Alts Portfolio
We came across this great post recently on the Breaking the Market Blog comparing Tiger Woods strategy on avoiding errors…
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Noodling on Ensembles, Trend, & Convexity with Newfound’s Corey Hoffstein on The Derivative
Our guest today is the Co-founder & CEO of Newfound Research, host of the popular podcast Flirting with Models, and…
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Allocating to Alts with RPMs Alexander Mende on The Derivative
We’re flipping the script of our usual hedge fund manager and drilling down on the allocation side. Our guest is…
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Move over Nasdaq, FANG+ is here
Everyone who had a betting ticket for U.S. markets back at all-time highs before lockdowns ended – please raise your…

