Markets & Macro Commentary
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Noodling on Ensembles, Trend, & Convexity with Newfound’s Corey Hoffstein on The Derivative
Our guest today is the Co-founder & CEO of Newfound Research, host of the popular podcast Flirting with Models, and…
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Tagging a Value to Pro Sports Teams with Bob Reif and Josh Mascot of TAG on The Derivative
70 days since the first sports cancellation – seems unbelievable, right? When the closest you’ve gotten to the live sports…
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Uncovering the Known Unknowns of the Pandemic on The Derivative
In today’s episode, we have a little different structure and three unique guests to bring a fresh twist on The…
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March Manager Performance Snapshot
Commodity Program Last Month YTD Minimum Cayler CapitalQ 14.94% 18.72% 125K Red Rock Commodity Long Short 13.16% 25.15% 500K Jaguar…
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Is $15 Crude Oil in the Cards?
On Wednesday. March 4th -April Crude Oil futures closed at 46.78, which left it down -22% on the year… not…
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How’s your (Alts) Portfolio Doing?
Last week was a great time to look in the (portfolio) mirror and ask yourself what you see. As Taylor…
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January Manager Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…


