Markets & Macro Commentary
-

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,…
-

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…
-

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…
-

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…
-

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,…
-

Optimizing the Supply Chain: Private Equity, Automation, and Economic Indicators in Logistics with Chris Jamroz
This episode is a fascinating deep dive into the complex world of logistics. Our guest is Chris Jamroz, CEO of…


