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: Mid-April 2020
Earlier this month we reported on asset class performance: March 2020: Red Wedding Version; and as far as YTD is…
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Exchanging Intellectual Assets with $TAIL, $SYLD $GVAL ETF-icionado Meb Faber on The Derivative
Author Asset Manager FinTwit Must Follow Podcaster Industry Thought Leader CEO/CIO There’s no exaggeration when describing Meb Faber as an…
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March Manager Performance Snapshot
Commodity Program Last Month YTD Minimum Cayler CapitalQ 14.94% 18.72% 125K Red Rock Commodity Long Short 13.16% 25.15% 500K Jaguar…
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The Principles of VIX Trading on The Derivative
The early world of VIX trading can be closely likened to the wild, wild West – or as some say…
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How’s Managed Futures Doing during the Corona-Crash
We’re going to get into a bit of a deep dive on just how the more classic managed futures profile…
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Trading Chinese Futures Markets with Abingdon Global on The Derivative
The Chinese market is a sleeping/awakening/already awake dragon that cannot be ignored. Their futures market had the highest trade volumes…
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Trading Commodity Volatility: A woman’s perspective on The Derivative
Trading commodity volatility is a unique topic all on its own, but add in hedge fund manager Kimberly Rios, and…
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So…Now What? Did I miss the Opportunity for Tail Risk Protection?
We’ve been telling anyone who would listen to properly diversify into something that actually does well in a market crash…
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Asset Class Scoreboard: (red wedding version) March 2020
March was ugly, like real ugly. Here was a live (somewhat dramatized via GOT look in around the lows on…
