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Top Traders Unplugged
SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan
May 4, 2024
Hari Krishnan discusses the challenges of investing in commodities, the concept of commodity super cycles, overcoming holding and storage difficulties, and the value of 'virtual storage' in trend following systems.
55:59
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Quick takeaways
- Virtual warehousing allows low-cost investment in commodities without physical storage complexities.
- Strategy combines systematic structures with discretionary elements for stable cost-effective commodity exposure.
Deep dives
The Strategy of Virtual Warehousing for Commodities
Virtual warehousing offers a solution to invest in commodities at low prices without the complexities of physical storage. The strategy aims to address the challenges faced by investors looking to participate in commodity markets. By mitigating risks and reducing costs through cleverly designed futures and options structures, investors can hold positions at low cost and capture potential upside.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode