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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The Cockroach Fund, Congratulations, and Collaboration
While there are articles about 12-year-olds making millions minting NFTs these days – it’s good to know there may still…
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Charting a Chinese Commodities Course with Fred Schutzman of Abingdon Global
What do you do when trends stop appearing for the quarter of a billion dollars you manage? Where do you…
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BITFD & Wake the F Up with Ben Hunt of Epsilon Theory
Over 100,000 investors in 180 countries listen to Ben Hunt, founder of Second Foundation Partners and the Epsilon Theory blog,…
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Asset Class Scoreboard: July 2021
More of the same for the asset class scoreboard in July, as US real estate, US stocks, and Commodities all…





