Blog
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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 might be the most underappreciated investment theme on the planet.…
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The $18 Billion of Capped Investors Cursing this Rally
We wanted to have the title be: why $18 B of investors missed out on the Tayvis wedding. But maybe…
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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,…
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Asset Class Scoreboard – May 2026
May 2026 saw equity markets continue their upward momentum from April, with U.S. Stocks gaining +5.26% and World Stocks adding…
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“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US – with Kurt Nelson & Natalie Scott-Gray
Copper steps out of the shadow of gold and silver in this wide‑ranging conversation with StoneX’s Natalie Scott-Gray and Summerhaven’s…
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The Hardest Trade Is Holding the Thing That Doesn’t Hug You Back
Let’s start with a confession: every asset in your portfolio pays you in two different currencies. The first is returns.…
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The Doctor who Traded Pork Bellies: Patrick Welton’s Journey from Stanford Oncologist to one of Trend Following’s Quiet Legends
In this episode, Jeff Malec sits down with Dr. Patrick Welton to trace his remarkable path from Wisconsin kid to…



