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: December 2023
In reflecting upon 2023’s performance results across asset classes, it is apparent this year posed considerable challenges for capital markets…
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Asset Class Performance: NOV 2023
BOOM! And here we go – quite a change this November as we saw several asset classes book gains as…
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Calling all Art Investors and Enthusiasts: Join us Dec 5 in Miami
We’ve talked in the past about how art isn’t all that scalable of an alternative investment for large institutional investors to…
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A brief history of Corn, food co-valuations, GMO vs non-GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga
Get ready to savor an episode of The Derivative that’s anything but run-of-the-(corn) mill, featuring a guest who’s serving up…
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Asset Class Scoreboard: October 2023
October’s performance results underscored the challenging economic shrinking in the current economy. With inflation persisting and the central bank’s aggressive…
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Trend Following Asset Allocations with Jon Robinson of Blueprint
In the constantly changing and often unpredictable industry that is wealth management, is it possible to systematize an asset allocation…
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Systematic Commodity Trading (without Trend) with Jae-Min Hyun of NWOne
In commodity trading, where volatility reigns supreme, finding an edge can be daunting. In this episode of The Derivative, we…


