Jeff Malec Nice thread. Enjoy the pod too! It's all about speed. It's not the speed that kills you, it's suddenly stopping. 2024 into 2025 saw speed stay the same but without clear direction. Long winding road suddenly turned into a hairpin and CTAs went into the wall

Go listen to this podcast with Harold De Boer, running $4 B at Transtrend - does how he approaches trend sound “too simple” rcmalternatives.com/2025/04/trends…

Said it out loud…. And the beetlejuice appeared, sorry

Shhh

On our latest episode of The Derivative, Jeff Malec was joined by Dave Morehead Dave Morehead to discuss endowment management, private vs public markets, and why they're avoiding cyclical assets. Full episode: rcmalternatives.com/2025/04/the-en… #financepodcast #endowment

This move down/up in Aussie Dollar lobbying for the image in dictionary next to Untradable

May the 4th be with you !

Does the magazine cover effect work when you deliberately create the headline so things revert the other way??? I figured it’s worth a try asking “is Trend Following Dead ?”

Fun talk with jon caplis on all things hedge funds…

Chicago peeps… My Dad hung up his business boots long ago and took up painting. He’s showing his artwork in Chicago over the next week with a reception tomorrow night…. paletteandchisel.org/event/john-mal… Pop in and check it out.