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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Book Review – Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts
Man, were we excited to pick up Annie Duke’s book on game theory and how she approaches life (and poker)…
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A different angle to the China story
While everyone is talking about the risks in China, with them ratcheting up stakes in the trade war with a…
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Risk Parity + Trend Following = ?
Bridgewater & Associates is commonly known as the world’s largest hedge fund, with more than $140 Billion in assets under…
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Hedge Fund Fees: Should 1 or 30 be the new 2 & 20
For as long as anyone can remember, the classic hedge fund fee structure has been two and twenty. Or more…
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Should Jon Corzine be allowed in the financial industry?
Think not…? Then email [email protected] and let the SEC know. For those of you who don’t remember Jon Corzine, he’s…
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August shall now be called VIXust
What a way to get August going. First, we had this happening last Thursday = Since Trump announced his China…
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Basics for Building an Alternative Investments Portfolio
Just throwing something into a portfolio labeled an Alternative Investment is likely going to be a mess. But a lot…
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Asset Scoreboard: July
Not the greatest start to the third quarter of the year. After the returns in the second quarter of 2019,…
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900 year old Algorithms!
We’ve been talking a lot about algorithms of late, mostly as to how they are used and relate to so…
