
Pedro Marion
Co-founder of KLI Asset Management, specializing in deep fundamental analysis of commodity supply and demand.
Best podcasts with Pedro Marion
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Mar 20, 2024 • 46min
OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion
Experts from KLI Asset Management discuss their fundamental approach to commodities, emphasizing deep analysis and long-term positions. They mention interesting markets like copper, sugar, and oil. The podcast also covers topics such as coal demand, energy market dynamics, and the impact of trade wars on soft commodities.