A Macro Trader Playbook with Jim Leitner
The Macro Trading Floor
00:00
The Future of Commodities
For the last 10 years emerging market commodities anything related to that kind of risk factor has really not worked very much so What makes me think here is since we're talking about commodities. People are massively underweighting a lot of commodities, but every market that is Yes, definitely. I'm thinking urging let's try to make this a bit more concrete with some More stories from your end. basically Jim you are Telling people that they need to broaden their horizon in the next 10 years It might be about finding idiosyncratic stories everywhere in the world that can provide positive returns.
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