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Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439

The Meb Faber Show - Better Investing

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Getting a Significant Breakout in Natural Gas?

How far do you look back to qualify a breakout it's significant? The answer kind of depends on the characteristic of that assed. We didn't build tha strategy for natural gas. We built a strategy for a heretic thing, which happened to be natural gas. It was the realization that this is robust. So yes, i get pushed into the commodity camp because we do run 75 % commodity risks. Commodities are the opportunity. Doesn't mean we don't trade financial markets.

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