Blog
-

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.…
-

Asset Class Scoreboard: October
And we’re back…. After stocks took a breather from their meteoric rise in September with some losses – ALL asset…
-

Attaining an Allocator’s Edge with Phil Huber
This week is a cage match of a pod, going point/counterpoint on every Alt from private equity to fine art…
-

Ghost Your Ghastly Eyes On These Happenings
This Halloween, we reached beyond the veil and summoned the investment market. While everyone may be talking about @Facebook’s new…
-

Convex (CONVX) to the Core with Certeza’s Brett Nelson
In this episode, we sit down again with one of the OGs of VIX futures trading & options, Brett Nelson,…
-

Inflation, Commodities and Trend Following Field Guide
We used to track bond king Jeff Gundlach’s investment calls from time to time – see here and here, and…
-
The Derivative’s Top 5 Episodes
Ahh, the sweet bliss of Thursday — you’ve officially gotten over the hump, you’re hitting your goals, and you see…
-

Weigh More than You Wanted to Know About Meat, with AgriTrend’s Simon Quilty
In this week’s pod, we’re doing something new and digging into the derivative market’s Ag roots in our first “Way…

