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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Attaining an Allocator’s Edge with Phil Huber
This week is a cage match of a pod, going point/counterpoint on every Alt from private equity to fine art…
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Ghost Your Ghastly Eyes On These Happenings
This Halloween, we reached beyond the veil and summoned the investment market. While everyone may be talking about @Facebook’s new…
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Convex (CONVX) to the Core with Certeza’s Brett Nelson
In this episode, we sit down again with one of the OGs of VIX futures trading & options, Brett Nelson,…
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Inflation, Commodities and Trend Following Field Guide
We used to track bond king Jeff Gundlach’s investment calls from time to time – see here and here, and…
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The Derivative’s Top 5 Episodes
Ahh, the sweet bliss of Thursday — you’ve officially gotten over the hump, you’re hitting your goals, and you see…
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Weigh More than You Wanted to Know About Meat, with AgriTrend’s Simon Quilty
In this week’s pod, we’re doing something new and digging into the derivative market’s Ag roots in our first “Way…
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ESG causing Europe’s Energy Issues?
If you haven’t noticed what’s happening in the energy markets of late- oil and natural gas are on a bit…

