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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Trend Following in the Wild: Why Prestige TV has big gaps between seasons
You know the feeling. A show you love gets renewed. Great news. Then… nothing. Eighteen months of silence before Season…
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Trading 80 Synthetic Markets with Trend, Carry & Skew: Jiro Fujisawa, Asset Management One USA
Jeff Malec sits down with Jiro Fujisawa of Asset Management One USA to unpack one of the more unique quant…
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Asset Class Scoreboard: July 2026
July 2026 flipped the recent script for Commodities, which jumped +12.03% for the month after two straight declines. That rebound…
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Single Stock Futures: Back to the Future (And This Time It Might Actually Stick)
Will we soon see a 3x leveraged NVIDIA ETF, a 5x SpaceX ETF? Built not on swaps or options, but…
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Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water…
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Asset Class Scoreboard: June 2026
June 2026 closed out the second quarter with a mixed picture across asset classes. Commodities fell -10.49% for the month,…



