The Scale of Capital Discipline in Commodity Markets

In the past 18 months, you've had renewed interest and some renewed aplications. I don't love a commodity induces. It's a very inefficient way to do it, especially relative too. Normally have negative carries. There's about two years a decade you should opportunistically have that exposure at the end of a bare market,. And with the right nacro backdrop. Other than that, people need to be involved with active and discretionary managers.

Play episode from 30:32

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app