
Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
Focused Compounding
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I Don't Know How to Value Commodities
A lot of successful hedge funds overtime implement a bunch of differet strategies. Many of them, in a more simple way, are implementing value type things. I don't make that decision to bet speculatively on commodities. But if i had to do it, i suppose i would probably bet on the commodities that are most out of line with relative to other commodities and start moving in a positive direction. And that's the valuea strategy. It's a value momentum, but it's a speculative strategy.
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