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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Asset Class Scoreboard: November 2020
A historic November rally showed up across all of the asset classes this month. You’d be hard pressed not to…
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The Mysteries and Makings of Machine Learning with Dr. Ernie Chan of QTS Cap on The Derivative
Does all this Machine Learning stuff really work? If it’s so good, why aren’t AI powered hedge funds printing money?…
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Don’t Buy the Narrative (and It’s All Narrative) with Epsilon Theory’s Ben Hunt on The Derivative
Our guest today is somewhat of a modern philosopher, mapping out how the investing world sees the real world, while…
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No President Yet, So Market Rallies – Huge What ^%$#? on The Derivative
Votes are being counted, CNN and Fox are on 24-hour reporting cycles, and Tweets/FB Posts/Texts are still being sent out…
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Debunking Trend Following’s Dead Theories with Kathryn Kaminski on The Derivative
Is trend following too big? Can managed futures do it without the bond tailwind they’ve had for 30 years? Does…




