Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
The Meb Faber Show - Better Investing
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Commodity Tilting - The Worst Case in Err
A lot of the big brand, name c t, as we know who they are, really tilted towards financial markets because those were the markets that people recognized. And also there was a capacity issue. They got so big, you can't be as big in commiser's position, limits tuving. All those things kind of tilted things where when the opportunity came around, then some of these big brands didn't perform the way that we thought they would. That divergent strategy very common. You know, that's a c t a like return stream is inhuman it's that paper cup,. God, are you ever going to make any money? 20 19. What if we're in that
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