In this enlightening discussion, Josh Crumb, the Founder and CEO of Abaxx Technologies, and David Greely, Chief Economist at Abaxx, explore the evolving landscape of global commodity markets. They dive into the rising significance of natural gas and the geopolitical factors reshaping energy pricing. The duo also addresses gold market dynamics, including central banks' growing influence and the disparities in trading cultures across continents. Additionally, they highlight innovative approaches to streamline gold transactions and the launch of a new exchange aimed at enhancing trading in critical commodities.
47:27
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Commodities' Unique Market Complexity
Commodities markets are uniquely volatile and complex compared to other asset classes like stocks or bonds.
Understanding the specific commodity, its physical delivery points, and financing mechanics is crucial for accurate analysis.
insights INSIGHT
Volatility Breaks Supply Chains
Volatility in commodity markets often breaks supply chains by stressing their working capital.
High price spikes may be theoretical if financing and collateralization cannot support actual delivery.
insights INSIGHT
Natural Gas as Global Energy Pivot
U.S. natural gas prices are significantly lower than prices in Europe and Asia, offering producers a major cost advantage.
LNG's globalization connects regional gas markets, making natural gas a global energy commodity rather than a regional one.
Get the Snipd Podcast app to discover more snips from this episode
A Hedge Fund Manager’s Guide to Process and Profit
Keith McCullough
Mastery
Robert Greene
In 'Mastery', Robert Greene argues that mastery is not an innate talent but a skill that can be developed through a rigorous process. The book outlines several key stages: finding your life's task, undergoing an ideal apprenticeship, finding the right mentor, acquiring social intelligence, and fusing intuitive with rational thinking. Greene draws on the lives of historical and contemporary masters such as Mozart, Einstein, and Temple Grandin to illustrate his points. He emphasizes the importance of deep practice, self-directed learning, and the ability to read and navigate social dynamics. The book challenges the conventional notion of genius as a genetic gift and offers practical steps for anyone to achieve mastery in their chosen field.
***This webcast originally aired live on Hedgeye.com on April 9th, 2025***
This is an exclusive "Hedgeye Investing Summit" interview between Abaxx Technologies Founder & CEO, Josh Crumb, Chief Economist David Greely and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.