Alternative Investments
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When Skynet Writes a Substack: The AI Doom Piece That Moved Markets
Look, we’ve been talking about this. Way back in August of ’25, Jeff hopped on his solo Summer Six-Pack pod,…
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Hedge Fund, Managed Futures & Alternative Investment Conferences in 2026
As 2026 gets underway, the conference calendar is already shaping up to be another busy and exciting year. Each year,…
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Building a Commodity Trader Multi-Strat with Tom Holliday of HIP investment
In this episode, Jeff Malec sits down with Tom Holliday, founder and CIO of HIP Investments, for an in-depth conversation…
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The ’96 Bulls: A Masterclass in Portfolio Construction
The 1996 Chicago Bulls didn’t just win an NBA championship—they dominated with a 72-10 record that stood as the league’s…
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From Liability to Leverage: How Delta Air Lines Turned Its Pension Into an Alpha Engine
We recently touched on this story in our latest Return Stacking Symposium podcast recap, but after hearing Jon Glidden’s presentation…




