Blog
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Does your Multi-PM Portfolio need an All Star? Or a Team of Role Players?
With the NFL’s football season in full swing after a bevy of $100 million plus signings of All Star quarterbacks,…
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Asset Class Scoreboard: Sept 2024
In September, most asset classes saw a slight upward trajectory, except for commodities, which have continued to slip since July:…
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Is there Alpha in boring old Muni-Bonds, with Riverbend Capital
In this episode of the Derivative podcast, our host Jeff Malec sits down with Tim McGregor and Tom Hession from…
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Asset Class Scoreboard: AUGUST 2024
🎉 August was a wild ride for asset classes! 🎢 U.S. real estate stole the show, with the IYR index…
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Trend, Prop, and Being Allergic to Optimization with Bill Gebhardt of 10Dynamics
In todays episode, Jeff Malec (@AttainCap2) sits down with Bill Gebhardt (@BillGebhardt1) , the founder of 10dynamics, to discuss his…
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Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar
This week’s episode of The Derivative features an in-depth discussion with discretionary global macro trader Asim Ghaffar, founder and CIO…
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Asset Class Scoreboard: July 2024
Kicking off in the third quarter, the month of July delivered a moderately positive performance across the major asset classes.…



