Remember back in 2021 when Rodrigo Gordillo (@RodGordilloP), Adam Butler (@GestaltU), and Corey Hoffstein (@choffstein) introduced us to “Return Stacking“? What started as an intriguing whitepaper has blossomed into something much bigger, transforming how many of us think about portfolio construction. Let’s dive into how this concept has evolved and why it matters even more […]
Category: Investing Insight
31
Oct
2024
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 the firm’s unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares […]
06
Sep
2024
Asset Class Scoreboard: AUGUST 2024
🎉 August was a wild ride for asset classes! 🎢 U.S. real estate stole the show, with the IYR index showed gains of 5.40% as lower mortgage rates had buyers jumping for joy! U.S. and global equities also advanced, with the S&P 500 rising 2.34% and the ACWX world stock index climbing 2.71% on solid […]
08
Aug
2024
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 of AG Capital. Ghaffar shares his insights on the recent market volatility, including his views on the potential triggers behind the sell-off and the chances we have for a recession. Was it just a blip […]
01
Aug
2024
Cockroach Investing – the infographic
What does diversification really look like? See the Infographic One of the main concepts outlined in the strategy discussion was the Cockroach’s goal of ensembles of ensembles, rings within rings and layers upon layers as young Ender said in his ‘final test’ (for all you sci-fi fans). But what does that look like, in practice. We […]
22
Apr
2024
+125% YTD, this Mulvaney Performance is Unreal?
This isn’t a chart you see too often… It looks more like the latest meme coin than a proper investment. But this is actually happening this year, with Mulvaney Capital putting up +45% in February 2024, and +51% in March of 2024. Signup for the RCM Manager/Fund database to view the full historical performance track […]
18
Apr
2024
How to Protect and Grow Your Wealth for an Unknown Future
We’ve talked in this space before about Mutiny Funds unique, if not oddly named, approach to portfolio design, but they went and upped the ante with their recently released Cockroach Approach Whitepaper. How do you approach the problem of trying to protect and grow your investments no matter what the market throws your way? Mutiny […]
14
Mar
2024
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 Roadrunner, a serial logistics entrepreneur who has indeed seen and done it all over his career. Chris provides colorful anecdotes about his past 100+ acquisitions and turnarounds, including the challenges and lessons learned along the […]
09
Nov
2023
A brief history of Corn, food co-valuations, GMO vs non-GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga
Get ready to savor an episode of The Derivative that’s anything but run-of-the-(corn) mill, featuring a guest who’s serving up some fresh and unconventional perspectives. That’s right, we’re delving into the heart of the snack world where the notion of sturdy, thick chips and delicate, thin chips is more than meets the eye. Prepare to […]
08
Jun
2023
Global EQD ’23 Breakdown with Jason Buck (part 1)
Didn’t get the chance to head to Vegas for the Global EQD conference. No worries. We’ve got you covered. We’re teaming up with the one and only Jason Buck (@jasoncbuck) of Mutiny Funds (@MutinyFunds), he of many volatility-focused podcasts and manager of a long vol fund of funds. Together, Jeff and Jason walk through […]
