Tina Lindstrom - Commodity Volatility (S4E4)
Flirting with Models
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Commodity Volatility Space - What Is Going On?
This whole commodity volatility space is unique, arguably pretty esoteric as we just sort of reviewed. It's not an asset class or derivative space that most allocators are going to be intimately familiar with. I was like, oh my God, this is a macro person who didn't realize the expiration dates and turned out to be a super trade. What I want to know is if I flip the table on you and you're doing due diligence on yourself. You were skipping it last time. No, this is one I got to ask.
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