099: Brynne Kelly – What Happens on a Merchant Trading Desk—with an Energy Veteran
Chat With Traders
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The Importance of Capital in Fundamental Trading
There are a lot of scenarios in which the fundamentals will ultimately win out. But if you don't have enough capital or enough var, and you're constantly getting chopped and stopped out until your fundamental play happens, we can let's say the deviations from the mean have gotten bigger. And I don't think there's as many players as there used to be that can do that. Or it's very concentrated. It's very, very concentrated. Even hedge fund structures aren't as much like they were before.
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