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SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan

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Manage episode 416382326 series 44605
内容由Niels Kaastrup-Larsen提供。所有播客内容(包括剧集、图形和播客描述)均由 Niels Kaastrup-Larsen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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 Portfoliohere.

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 Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

  continue reading

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Artwork
icon分享
 
Manage episode 416382326 series 44605
内容由Niels Kaastrup-Larsen提供。所有播客内容(包括剧集、图形和播客描述)均由 Niels Kaastrup-Larsen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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 Portfoliohere.

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 Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

  continue reading

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