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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Meet Jeff: A Journey Through the Futures Industry
Take us back to your early days – what drew you into the futures industry, and what memories stand out…
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Asset Class Scoreboard: October 2024
In October, most asset classes experienced setbacks amid increased market volatility: Global equities faced significant headwinds, with the ACWX world…
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October, CTAs, and the Year of the Whipsaw
Oh, to be an investor, where the markets often seem to do something completely different than what you thought was…
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Paul Tudor Jones: Positioning for Inflation Through Bitcoin, Gold, and Commodities
When Paul Tudor Jones speaks – people listen. He is known as one of Wall Street’s most successful macro traders,…
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Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into…
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Does your Multi-PM Portfolio need an All Star? Or a Team of Role Players?
With the NFL’s football season in full swing after a bevy of $100 million plus signings of All Star quarterbacks,…

