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.…
-

Top ETFs and Mutual Funds using Alts
Top ETFs and Mutual Funds using Alts Don’t recognize these categories? We thought it makes more sense categorizing via…
-

Unlocking the Commodity Risk Premium with Kurt Nelson of SummerHaven
Join us for an insightful exploration of the fascinating world of commodity futures with Kurt Nelson, co-founder and Managing Partner…
-

Asset Class Scoreboard: Jan 2025
As the new year dawned, investors mindsets must have been in a happier place, with January showing positive numbers across…
-

The State of AI, and AI in Alternative Investments with Mohammad Rasouli of AIx2
In this episode, we dive deep into the current state of AI… getting to its transformative impact on the alternative…
-

A US state with a sovereign wealth fund? Utah’s new approach to old money with Peter Madsen
In this first episode of 2025, we’re plunging right into the fascinating world of sovereign wealth funds with Peter Madsen,…
-

Asset Class Scoreboard-December 2024
As the final whistle blew on December 2024, the asset class scoreboard showed a tough month for most players, with…
-

Return Stacking: From Theory to Practice – A 2024 Perspective
Remember back in 2021 when Rodrigo Gordillo (@RodGordilloP), Adam Butler (@GestaltU), and Corey Hoffstein (@choffstein) introduced us to “Return Stacking“?…
-

Where do stocks go from here?
As Ferris Bueller famously said, “Life moves pretty fast. If you don’t stop and look around once in a while,…

