Markets & Macro Commentary
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Podshops, Prices, and Physical Flows: A Commodity Trading Framework with Stephane Bernhard of CAM/ETG
In this episode, we dive deep into the world of commodity trading with Stephane Bernhard, CEO/CIO of CAM Multi-Strat Asset…
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The Endowment Playbook: Balancing Long-Term Goals with Current Market Volatility
In this wide-ranging conversation, Jeff Malec sits down with Dave Morehead, CIO of Baylor University’s $2.2 billion endowment, to explore…
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Trends, Tall Heads, and Transformations with Transtrend’s Harold de Boer
Dive into the fascinating world of trend following with Jeff Malec and one of the GOATs: Harold de Boer, a…
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A Four-Stack Pod, talking stacking assets with Return Stacked ETFs
This episode of the podcast piles on the knowledge about “return stacking” – the investment approach that lets you layer…
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Top ETFs and Mutual Funds using Alts
Top ETFs and Mutual Funds using Alts Don’t recognize these categories? We thought it makes more sense categorizing via…
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The State of AI, and AI in Alternative Investments with Mohammad Rasouli of AIx2
In this episode, we dive deep into the current state of AI… getting to its transformative impact on the alternative…

