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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The 12 Days of The Derivative
🎶 Here comes Santa Claus, here comes Santa Claus, right down The Derivative Lane. Jeff Malec is delivering in-depth chats…
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Asset Class Scoreboard: November 2021
Well, things certainly took an interesting turn in November, with most asset classes squarely in the red after a post-Thanksgiving…
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The Tale of Trendsgiving
It’s beginning to look a lot like … Christmas. Wait, we haven’t even had Thanksgiving yet, what’s with these people…
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A Multi PM (Global) Macro Masterclass with Markian Zyga
In this episode, we shed some light on one of the largest groups you’ve maybe never heard of, whose new…
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Mutual Funds Performance Summary – October 2021
October was the opposite of September in every sense. After brushing off contagion concerns from China’s Evergrande, the stock market…
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Asset Class Scoreboard: October
And we’re back…. After stocks took a breather from their meteoric rise in September with some losses – ALL asset…



