Blog
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The Fall Solo Six-Pack: Sports Games, the Return of Discretionary Macro, & AI Coming for Your Job
In this solo six-pack episode of The Derivative, Jeff Malec makes the case for showing up to your kids’ games, especially when the final round of high school golf ends…
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Asset Class Scoreboard: September 2026
September 2026 brought a split in the scoreboard, as Managed Futures and Commodities advanced while most other categories declined. Managed…
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AI, Markets, and the Profits of Doom with Adam Butler
Jeff Malec sits down with Adam Butler of Return Stacked ETFs, back for the first time since their May 2023…
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RE-RELEASE: Texas Trend Following with Salem Abraham
Some episodes are worth bringing back. This is one of them. Salem Abraham is a bit of a legend in…
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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…
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Asset Class Scoreboard: August 2026
August 2026 delivered broad gains across the scoreboard, with Commodities continuing their run by adding +6.21% for the month. That…
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From Quarterback to CIO: John McArthur on Alts, AI, and the Future of Wealth at Krilogy
In this episode, Jeff Malec sits down with John McArthur of Krilogy to trace his path from backup quarterback at…
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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…
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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…

