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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The NON-Wisdom of Crowds with Nigol Koulajian of Quest Partners
In through the nose – out through the mouth. In through the nose – out through the mouth. You’ve now…
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The Jedi of Volatility Trading
Happy May the 4th everyone. (&TLDR, we mashed up Star Wars and VolTwit in an infographic, see here) Simply hold…
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Turning the Tables: Trading Pits and Dip Spits with RCM’s Jeff Malec
Today’s guest is one you’ve heard many times before if you’ve listened to The Derivative, but may not necessarily know…
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Where are the Lumber Trend Followers?
But one well worn internet trope we haven’t seen tied to the rise in lumber prices is the inevitable…
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A Crude Oil Cornucopia: Covid, Crack, CSOs & Contango with Brent Belote of Cayler Capital
COVID affected a lot of ways that we interacted with the world – it changed how we worked, how we…
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Lumber: A Demand Driven Rally….On Steroids
There’s an inflation narrative out there with a lot of people pointing to lumber – but is it that or…
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Asset Class Scoreboard: March 2021
Commodities have been the biggest topic so far this year, but we saw a small dip in performance in March…


