

How to Profit from the Coming Commodity Supercycle ft. Hari Krishnan
Aug 21, 2024
Hari Krishnan, an author and hedge-fund manager, dives deep into the fascinating world of virtual warehousing for commodities. He discusses the challenges in the natural gas and power markets, shedding light on investment strategies influenced by geopolitical factors. The duo explores the dynamics of storable versus non-storable commodities, detailing how storability impacts pricing and trading strategies. They also touch on backwardation in markets and highlight how farmers can navigate the potentials of commodity supercycles. A must-listen for aspiring investors!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 ⢠2min
Navigating Commodity Investments
01:52 ⢠15min
Exploring Commodity Price Dynamics and Storability
16:48 ⢠3min
Navigating Commodities Trading Strategies
20:13 ⢠12min
Navigating Backwardation in Commodity Markets
31:48 ⢠6min
Navigating Commodity Markets
37:29 ⢠6min
Navigating Corn Futures: Costs and Strategies
43:03 ⢠22min
Closing Insights and Upcoming Crypto Event Highlights
01:04:43 ⢠2min