Blog
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Why Oil Didn’t Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during…
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Asset Class Scoreboard: February 2024
Equity markets extended January gains in February, with new all time highs in the US as the S&P 500 rose…
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Constructing A Systematic Oil Trader: Fueling growth at Cayler Capital
Brent Belote, founder and CIO of Cayler Capital, joins the podcast to discuss the growth of his now 5 year…
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Trend Followers Cuckoo for Cocoa Puffs
We half-jokingly know that as soon as we post this, Cocoa will sell off 10% to 20%…. but it’s time…
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Miami Hedge Fund week panel 2024 – Commodities: Outlook on Prices, Volatility, and Portfolio Diversification
This packed panel discussion featuring Tim Pickering (Auspice), Brent Belote (Cayler Capital), Gerardo Tarricone (Arion) and Derek Stroke (Equanimity Advisors)…
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Asset Class Scoreboard: January 2024
Commodity prices rose to start the new year, with the GSG index gaining a solid +4.39%, supported by tight supply…




