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: September 2021
Well, that was interesting! The first “real” down month for stocks in about a year saw US stocks drop -4.66%…
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How are Endowments Posting the Eye Popping Returns
If you haven’t seen some of these Endowment returns over the past “year” being reported recently… take note: Duke University’s…
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Don’t Let them Ban IRA Investments in Hedge Funds
The Build Back Better Act has been causing a minor stir in the world of small private funds the past…
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Researching the Risks of Return Stacking with Corey Hoffstein & Rodrigo Gordillo
Jeff is “stacking” two guests in this episode, welcoming 1. Corey Hoffstein, CIO and co-founder of Newfound Research, host of…
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What is Return Stacking?
A new paper by Rodrigo Gordillo and Adam Butler of Resolve Asset Management and Corey Hoffstein of Newfound Research is…
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Digging Deep into ETFs with Davie Nadig of ETF Trends
How is the ETF sausage made? Who creates the filling? The casing? Who buys it at the store? What other…
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Asset Class Scoreboard: August 2021
Welcome to the dog days of summer… unless you’re U.S. equity markets, which again posted a new all-time high. That’s…


