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OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion

Top Traders Unplugged

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Insights into Commodity-Focused Asset Management

This chapter provides a deep dive into a commodity-focused asset management firm's approach, emphasizing fundamental analysis and over 30 years of industry experience. It explores their key edges, such as maintaining a diversified portfolio and taking a long-term investment perspective. The discussion also covers strategies like trading commodity equities, forming independent views in the market, and analyzing trends in the commodities market.

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