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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Trends, Inflation Protection, & Getting Investors to the Finish Line with Eric Crittenden of Standpoint
In the chaotic world we’ve endured since 2020, it turns out all you needed was an outlier loving strategy to…
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Mutual Fund Performance: August 2022
At first, August looked like it would continue this bear market rally, but the trend kicked back in. Led by…
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The Business of Staying Wealthy with Homer Smith of Konvergent Wealth
For those lucky few who’ve sold a business, inherited wealth, or otherwise find themselves in the enviable position of staying…
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Mutual Fund Performance: July 2022
July provided a relief rally for the still-correlated stocks and bonds much to the chagrin of doomsday prophets. Volatility fell…
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Using the Laws of Trading to find our edge with Agustin Lebron
We’re breaking the law…the laws of trading, that is! On this episode of the Derivative, we’re joined by Agustin Lebron…
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The Many C’s of Commodities and defining their diversification
There is something to alliteration with the letter C. In education circles, the Four C’s describe different skills necessary in…
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A Standpoint Story
Cool video from the team at Standpoint animating their equity curve versus global equities for the past 30 months, see…


