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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Asset Class Scoreboard – H1 2021
The Q2 numbers are in – and there’s just no stopping commodities, it seems, as they put in another three…
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Engineering, Exponentials, Enigmas, and Equations with Breaking the Market’s Matt Hollerbach
What is it about engineers and seeing the world through a quant lens? We’ve talked to plenty of quants who…
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What Commodities Tell Us About Transitory Inflation
While some investors welcomed the increase in commodities prices this year, others see them as a warning sign of real…
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Sowing the Seeds of AI Strategies with Howard Siow of Taaffeite Capital Management
Artificial Intelligence is a hot topic in every walk of life, and perhaps no more so than in the world…
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Asset Class Scoreboard: May 2021
Not much to report on with the old asset class scoreboard if you like change. All of the asset classes…




