112 - Trend Following Plus Nothing w/ Jerry Parker
The Trade Busters
The Capacity of a Commodity Portfolio
Chesapeake says it has to be revolving around commodities. Commodities are going to limit the size of those markets and the position limits in those markets. So many of my stocks, I'm very comfortable that a lot of the 150 equities that we trade, they're very commodity-based. You wouldn't believe the amount of time we've spent building this portfolio.
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