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 might be the most underappreciated investment theme on the planet.…
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Cotton the Canary, Why it’s a leading indicator, and how it’s traded with Ron Lawson
Are the Fed’s hikes starting to dampen inflation? Oil, grains, and metals have all fallen from their highs. But the…
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Asset Class Scoreboard: June 2022
It’s a bird, it’s a plane… no, it’s managed futures, clocking in with gains once again this year as other…
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Trend Following Crypto with Leigh Drogen of Starkiller
What should we make of the recent crypto crash? A sign this is all a scam? Or just another dip…
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It’s Not a Fed Put, it’s a Fed Short Call! And more inflation thoughts with StoneX’s Vincent Deluard
In this week’s episode, Jeff talks with StoneX’s Global Macro Strategist, Vincent Deluard @VincentDeluard, who authors weekly research reports on…
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Asset Class Scoreboard: May 2022
Wait a second… Managed Futures can go down? Stocks and Bonds can go up? May showed us it is never…




