Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
The Meb Faber Show - Better Investing
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
