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The Fall Solo Six-Pack: Sports Games, the Return of Discretionary Macro, & AI Coming for Your Job
In this solo six-pack episode of The Derivative, Jeff Malec makes the case for showing up to your kids’ games, especially when the final round of hig…
10 hours ago
AI, Markets, and the Profits of Doom with Adam Butler
Jeff Malec sits down with Adam Butler of Return Stacked ETFs, back for the first time since their May 2023 AI episode, when GPT-4 had just come out. …
2 weeks ago
RE-RELEASE: Texas Trend Following with Salem Abraham
Some episodes are worth bringing back. This is one of them. Salem Abraham is a bit of a legend in the trend following and managed futures world. With…
3 weeks ago
Zigs, Zags, and Finding Micro Cap Winners with Ian Cassel
Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins Jeff Malec to walk through the underfollowed world of micro cap stocks, tiny, i…
4 weeks ago
From Quarterback to CIO: John McArthur on Alts, AI, and the Future of Wealth at Krilogy
In this episode, Jeff Malec sits down with John McArthur of Krilogy to trace his path from backup quarterback at Mizzou and Northwestern to CIO of a …
1 month ago
Why Oil Didn't Go to $300, plus Chinese gold bugs, Copper Squeezes & Uranium Alpha with Josh Blanchfield (Avos Capital)
Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-he…
1 month, 2 weeks ago
Trading 80 Synthetic Markets with Trend, Carry & Skew: Jiro Fujisawa, Asset Management One USA
*This podcast is provided for informational and educational purposed only and should not be considered investment advice or a recommendation of any s…
2 months ago
The 6-Year Test 10,000 Tickers Failed: with Eric Crittenden of Standpoint Funds
In this episode of The Derivative, host Jeff Malec welcomes back Standpoint Asset Management founder and CIO Eric Crittenden for his third appearance…
2 months, 1 week ago
So You Want to Start an ETF? With Gavin Filmore of Tidal
Jeff sits down with Gavin Filmore of Tidal for a deep dive into why, even after three decades, the ETF industry is still, potentially only in the “se…
2 months, 3 weeks ago
Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water might be the most underappreci…
2 months, 4 weeks ago