
The Meb Faber Show - Better Investing Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
Aug 29, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Introduction
00:00 • 3min
Investing in the Commodity World Is a Conservative Canadian Thing
02:41 • 2min
The Oncmoner Journey
04:34 • 3min
Commodities - What Year Did You Start Your Company?
07:07 • 3min
How Can I Participate in Market Trends?
09:38 • 4min
Getting a Significant Breakout in Natural Gas?
13:14 • 3min
ETF - The Philosophy Behind Commodity Strategies
16:00 • 6min
How to Scale a Commodity Portfolio
21:56 • 3min
Commodity Markets - What's the Risk?
24:33 • 2min
What Happened When the Price of Nickel Exploded?
26:33 • 4min
How Do You Slot in Long Term Commodity Exposure?
30:16 • 3min
Commodity Supercycle
33:33 • 3min
Commodities Are Going to Know Where We Don't Need Commodice
36:18 • 3min
Stocks, Bonds and Gold - The Great Partsoe 100 % Agreed
39:25 • 3min
Long, Short or Long Flat Crypto Currency Trading?
42:53 • 2min
The Limits of Public Products
45:14 • 3min
How Much Crisis Risk Offset Do You Want?
48:02 • 3min
C T A
50:49 • 2min
Commodity Tilting - The Worst Case in Err
52:41 • 4min
Stocks and Bonds - What's Up?
57:07 • 3min
Do You Know What You Should Do With Your Collateral?
59:48 • 4min
Angel Investing
01:03:44 • 3min
What's the Future Look Like to You?
01:06:56 • 4min
Investing Black Box
01:10:30 • 2min
We Want Trend Following in Anything We Can Get Our Heads
01:12:18 • 2min
What's Your Most Memorable Investment?
01:14:12 • 2min
Is the Stock Market Getting Worried?
01:15:48 • 2min
Investing in a Mutual Fund
01:17:41 • 2min
