Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets

1

Introduction

00:00 • 2min

2

Investor Expectations on Equity Markets - Is That True?

01:34 • 2min

3

I'm a Hundre Pr Cent, Right?

03:29 • 3min

4

What Was the First Stop?

06:24 • 2min

5

What Was the Investment Universe Mind Set Toward Commodities at That Moment?

08:47 • 3min

6

Commodities - What's the Ro the Last Few Years Look Like?

11:54 • 5min

7

Energy and the Commodity Squeeze

16:47 • 2min

8

Commodity Markets

18:21 • 3min

9

Commodity Prices - The Biggest Driver

21:12 • 2min

10

The Scale of Risk in Commodity Markets

23:39 • 3min

11

The Future of Europe's Energy Markets

26:41 • 4min

12

The Scale of Capital Discipline in Commodity Markets

30:32 • 4min

13

Is Private Versus Public a Good Fit?

34:05 • 2min

14

Is the Low Multiple a Good Thing?

36:19 • 3min

15

Agritech

39:07 • 3min

16

Is There a Competition?

42:07 • 6min

17

Is There a Way to Invest in the Agricultural Technology Space?

47:43 • 3min

18

Are There Any Companies That Are Transformative or Just Cool to Talk About?

50:42 • 2min

19

How Many People Are Involved in Your Business?

52:24 • 5min

20

What's on a Dwight's Brain This Summer?

57:03 • 2min

21

Metals and Mining

58:43 • 2min

22

Cryptocurrency

01:01:09 • 2min

23

The Best Private Investments of All Time

01:02:40 • 3min

24

Investing in the Stock Market - The Cambria Tail

01:05:55 • 3min

Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433