Blog
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Why Oil Didn’t Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during…
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Don’t Buy the Narrative (and It’s All Narrative) with Epsilon Theory’s Ben Hunt on The Derivative
Our guest today is somewhat of a modern philosopher, mapping out how the investing world sees the real world, while…
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No President Yet, So Market Rallies – Huge What ^%$#? on The Derivative
Votes are being counted, CNN and Fox are on 24-hour reporting cycles, and Tweets/FB Posts/Texts are still being sent out…
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Debunking Trend Following’s Dead Theories with Kathryn Kaminski on The Derivative
Is trend following too big? Can managed futures do it without the bond tailwind they’ve had for 30 years? Does…
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China (partially) Opens Up to Foreign Investment
Recently the CSRC, People’s Bank of China, and the State Administration of Foreign Exchange finally released measures for something we’ve…





