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2min chapter
Hari Krishnan – Hedging a Commodity Bull Market (S7E4)
Flirting with Models
Understanding Depressed Commodities and Their Characteristics
This chapter explores the concept of depressed commodities and the strategy of putting on long positions in a subset of them. It discusses the characteristics of depressed commodities, such as low price relative to historical levels, lack of interest in the market, and low volatility.
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