Markets & Macro Commentary
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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…
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Paul Tudor Jones: Positioning for Inflation Through Bitcoin, Gold, and Commodities
When Paul Tudor Jones speaks – people listen. He is known as one of Wall Street’s most successful macro traders,…
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Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into…
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Is there Alpha in boring old Muni-Bonds, with Riverbend Capital
In this episode of the Derivative podcast, our host Jeff Malec sits down with Tim McGregor and Tom Hession from…
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Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar
This week’s episode of The Derivative features an in-depth discussion with discretionary global macro trader Asim Ghaffar, founder and CIO…
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Hedge Fund Quants Unlock the Power of Dispersion: Versor’s Unique Cross-Sectional Relative Value Approach
In this episode of The Derivative, host Jeff Malec sits down with DeWayne Louis and Nishant Gurnani from Versor Investments,…


