08 May 2025

Stacking Assets: Bitcoin, Gold, and the Future of Portfolio Diversification with David Dziekanski of Quantify Funds

This week on The Derivative: In this compelling episode, @David Dziekanski, founder of Quantify Funds, joins host Jeff Malec to unpack the fascinating world of Bitcoin and gold. Dive deep into the innovative BTGD ETF, which stacks 100% Bitcoin and 100% gold, and explore the cutting-edge concept of portable alpha. Dziekanski shares insights on why […]

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28 Apr 2025

Patience in Alts: Man Group Shows trend in Trend’s Initial Struggles

We’ve been discussing the challenges facing trend following strategies during April’s market volatility here in our post Paging Mr. Trend Following and in Jeff Malec’s, recent tweet thread. Many investors are understandably frustrated by the performance of trend and other alternatives during this market downturn. Right on cue, managed futures pioneer Man Group has published […]

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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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