Blog
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Zigs, Zags, and Finding Micro Cap Winners with Ian Cassel
Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins Jeff Malec to walk through the underfollowed world of micro cap stocks, tiny, illiquid public companies where most 10x…
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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…
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Attaining an Allocator’s Edge with Phil Huber
This week is a cage match of a pod, going point/counterpoint on every Alt from private equity to fine art…
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Ghost Your Ghastly Eyes On These Happenings
This Halloween, we reached beyond the veil and summoned the investment market. While everyone may be talking about @Facebook’s new…
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Convex (CONVX) to the Core with Certeza’s Brett Nelson
In this episode, we sit down again with one of the OGs of VIX futures trading & options, Brett Nelson,…
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Inflation, Commodities and Trend Following Field Guide
We used to track bond king Jeff Gundlach’s investment calls from time to time – see here and here, and…
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The Derivative’s Top 5 Episodes
Ahh, the sweet bliss of Thursday — you’ve officially gotten over the hump, you’re hitting your goals, and you see…

