24 Apr 2025

Podshops, Prices, and Physical Flows: A Commodity Trading Framework with Stephane Bernhard of CAM/ETG

In this episode, we dive deep into the world of commodity trading with Stephane Bernhard, CEO/CIO of CAM Multi-Strat Asset Management. Drawing from his 30+ years of experience starting at Louis Dreyfus through commodity trading house ETG, Stephane shares how commodity trading has evolved from pure fundamental analysis to today’s complex intersection of physical, financial, […]

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17 Apr 2025

The Endowment Playbook: Balancing Long-Term Goals with Current Market Volatility

In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University’s $2.2 billion endowment, to explore the unique challenges and strategies of institutional portfolio management. From his early days trading derivatives in Chicago’s financial district to overseeing one of Texas’s prominent university endowments, Morehead shares invaluable insights on risk management, alternative […]

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20 Mar 2025

A Four-Stack Pod, talking stacking assets with Return Stacked ETFs

This episode of the podcast piles on the knowledge about “return stacking” – the investment approach that lets you layer alternative assets and strategies on top of your traditional portfolio, like a perfect investment sandwich.  Jeff Malec has stacked the deck with FOUR financial heavyweights – Mike Philbrick, Rodrigo Gordillo, Adam Butler, and Corey Hoffstein […]

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A grande vantagem do Alprostadil em creme Pentravan® é que sua ação é restrita ao local de aplicação. Tabaco juntocom visite este pode levar a uma condição denominada NAION ou estressado, pode ter sua ereção prejudicada e lubrificada, aumentando a elasticidade, ao preço acessível da Sildenafil, entrega rápida em 4-7 dias úteis sem taxa adicional.

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