Blog
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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…
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The $18 Billion of Capped Investors Cursing this Rally
We wanted to have the title be: why $18 B of investors missed out on the Tayvis wedding. But maybe…
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Asset Class Scoreboard: June 2026
June 2026 closed out the second quarter with a mixed picture across asset classes. Commodities fell -10.49% for the month,…
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Asset Class Scoreboard – May 2026
May 2026 saw equity markets continue their upward momentum from April, with U.S. Stocks gaining +5.26% and World Stocks adding…
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“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US – with Kurt Nelson & Natalie Scott-Gray
Copper steps out of the shadow of gold and silver in this wide‑ranging conversation with StoneX’s Natalie Scott-Gray and Summerhaven’s…
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The Hardest Trade Is Holding the Thing That Doesn’t Hug You Back
Let’s start with a confession: every asset in your portfolio pays you in two different currencies. The first is returns.…




