55 min
SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan Top Traders Unplugged
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- Investing
Hari Krishnan returns to the show for a deep dive into commodities. He helps us understand why investing in commodities is not as easy as other markets and why he believes that we are entering a commodity super cycle. We also discuss how to overcome the challenges of holding and storing commodities and why cheap commodities are not always so cheap once you start rolling your futures position. We talk about where his new “virtual storage” concept can add value to a trend following system and much more.
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EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Hari on LinkedIn.
Episode TimeStamps:
01:07 - What is catching our attention recently?
06:53 - A recap of April
10:14 - Hari's thoughts on trend following
14:30 - The interesting commodities
18:10 - A commodity super cycle inbound?
20:36 - BUT...Commodity Bulls used the same arguments in 2022
22:51 - How commodity storage functions
29:57 - Balancing divergence and convergence
32:26 - How virtual commodity storage works
35:55 - The role of trend following in a regime-based participation
42:47 - How consistent is the virtual warehousing approach?
47:06 - Manual or systematized?
48:59 - Overcoming the challenges of commodities
53:44 - What markets can the method be applied to?
54:16 - Thanks for listening
Copyright © 2024 – CMC AG – All Rights...
Hari Krishnan returns to the show for a deep dive into commodities. He helps us understand why investing in commodities is not as easy as other markets and why he believes that we are entering a commodity super cycle. We also discuss how to overcome the challenges of holding and storing commodities and why cheap commodities are not always so cheap once you start rolling your futures position. We talk about where his new “virtual storage” concept can add value to a trend following system and much more.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Hari on LinkedIn.
Episode TimeStamps:
01:07 - What is catching our attention recently?
06:53 - A recap of April
10:14 - Hari's thoughts on trend following
14:30 - The interesting commodities
18:10 - A commodity super cycle inbound?
20:36 - BUT...Commodity Bulls used the same arguments in 2022
22:51 - How commodity storage functions
29:57 - Balancing divergence and convergence
32:26 - How virtual commodity storage works
35:55 - The role of trend following in a regime-based participation
42:47 - How consistent is the virtual warehousing approach?
47:06 - Manual or systematized?
48:59 - Overcoming the challenges of commodities
53:44 - What markets can the method be applied to?
54:16 - Thanks for listening
Copyright © 2024 – CMC AG – All Rights...
55 min