Lessons from 2008: liquidity and asset limits

In this episode of the Strong Source Podcast, we are excited to welcome Dwight Anderson, founder of Ospraie Management and one of the most respected names in commodity investing. With decades of experience, Dwight has navigated volatile markets, from trading cocoa and metals to managing hedge fund risk during the 2008 financial crisis.

Throughout this conversation, Dwight shares his insights on the evolution of commodity trading, the impact of algorithmic strategies and AI, and why fundamentals still matter in today’s market. He also offers a candid look at the weight of leadership, the responsibility of managing capital, and what it takes to build a successful investment firm.