Blog
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Why Oil Didn’t Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and…
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Trend Following in the Wild: Why Prestige TV has big gaps between seasons
You know the feeling. A show you love gets renewed. Great news. Then… nothing. Eighteen months of silence before Season…
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Trading 80 Synthetic Markets with Trend, Carry & Skew: Jiro Fujisawa, Asset Management One USA
Jeff Malec sits down with Jiro Fujisawa of Asset Management One USA to unpack one of the more unique quant…
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Asset Class Scoreboard: July 2026
July 2026 flipped the recent script for Commodities, which jumped +12.03% for the month after two straight declines. That rebound…
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Single Stock Futures: Back to the Future (And This Time It Might Actually Stick)
Will we soon see a 3x leveraged NVIDIA ETF, a 5x SpaceX ETF? Built not on swaps or options, but…
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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…




