Markets & Macro Commentary
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When the Gales of November Come Early: The Wreck of the Edmund Fitzgerald, and Modern Maritime Trade with Sal Mercogliano
Set sail with maritime historian Sal Mercogliano as we dive deep into the enduring mystery of the Edmund Fitzgerald, a…
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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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Engineering Alpha using Trend and Volatility on Equity Beta with Eric Leake of ALTUS Private Capital
Buckle up for a wild ride through the markets with Eric Leake, founder of Altus Private Capital, as Jeff Malec…
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Bringing Futures to Future Proof Festival 2025: Where Wealth Management Meets Its Future
Four days on the beach, 5,000+ financial leaders, and countless conversations that reshaped how we think about advice, growth, and…
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Bridgewater, Botany & Breaking the 2/20 mold with Unlimited ETFs’ Bob Elliott
In this episode of the Derivative podcast, we’re hanging out with Bob Elliott, co-founder of Unlimited Funds. Bob used to…
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High-Vol Trend Following: The Most Valuable Alternative Investment?
When we first opened Dunn Capital’s latest paper on trend following, we’ll admit we braced ourselves for another round of…
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World stocks lead august surge: broad-based rally lifts most assets
August 2025 delivered strong performance across most asset classes, led by World Stocks with an impressive +4.12% gain. U.S. Stocks…


