The Derivative It's not whether commodities keep going up, it's whether they remain distinct and volatile with Tim Pickering of Auspice
Aug 4, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Long Only B Coms of the World
02:08 • 4min
Commodity Volatility
05:42 • 2min
Commodity Tilted C T a - We're Agnostic as to Market
07:53 • 4min
The Opportunity in the Commodity Space
11:49 • 3min
Commodity Super Cycle - Where Are We Now?
15:10 • 5min
How to Get Long Only Commodity Allocations?
20:15 • 2min
Commodity Upside Versus the Downside Performance?
22:12 • 5min
Using a Universe Level Perameteriation to Find a Good Spot to Indicate a Recent Breakout
26:46 • 4min
Do We Make All Our Money in Commodities?
31:06 • 2min
The Volatility Adaptive Procession
33:15 • 5min
We're Getting to a Sweet Spot
37:57 • 4min
Commodity Tilt Tilted C Tes Are a Good Inflation Hedge
41:51 • 3min
The Crisis Alpha
44:52 • 3min
YO, Is It Dependent on the Supply Chain?
48:03 • 3min
Is Raising Rates Going to Affect Commodity Shortages?
51:14 • 3min
Is There a Product Like This in the Market?
53:50 • 3min