Excess Returns  cover image

Show Us Your Portfolio: Jason Buck

Excess Returns

00:00

How to Play Commodity Trends

The full game is to go long and short they use a little bit of implicit leverage you know it's hard to get access. Historically if you really look across cta's they also have a large dispersion as well. The last two years might be the worst the next two years i mean you guys have seen this against you know stocks portfolios or even factor portfolios a million times.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app