Doug King

Doug King, an experienced commodities trader and hedge fund manager, shares insights from his extensive career at Cargill and his own Mergent Commodity Fund. He discusses why commodities resist long-term trends, emphasizing that innovation curbs scarcity narratives. Doug highlights how physical market knowledge is crucial for successful trades and reflects on significant positions in oil and nickel. He stresses the importance of risk control, the need for patience, and staying aware of market distortions to capitalize on sudden opportunities.