Blog
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From Quarterback to CIO: John McArthur on Alts, AI, and the Future of Wealth at Krilogy
In this episode, Jeff Malec sits down with John McArthur of Krilogy to trace his path from backup quarterback at Mizzou and Northwestern to CIO of a nearly $6 billion…
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Asset Class Scoreboard: June 2026
June 2026 closed out the second quarter with a mixed picture across asset classes. Commodities fell -10.49% for the month,…
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Asset Class Scoreboard – May 2026
May 2026 saw equity markets continue their upward momentum from April, with U.S. Stocks gaining +5.26% and World Stocks adding…
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“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US – with Kurt Nelson & Natalie Scott-Gray
Copper steps out of the shadow of gold and silver in this wide‑ranging conversation with StoneX’s Natalie Scott-Gray and Summerhaven’s…
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The Hardest Trade Is Holding the Thing That Doesn’t Hug You Back
Let’s start with a confession: every asset in your portfolio pays you in two different currencies. The first is returns.…
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The Doctor who Traded Pork Bellies: Patrick Welton’s Journey from Stanford Oncologist to one of Trend Following’s Quiet Legends
In this episode, Jeff Malec sits down with Dr. Patrick Welton to trace his remarkable path from Wisconsin kid to…




