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Episode TimeStamps:
02:09 – Introduction to Anant Jatia
06:39 – Anant's experience from working at AQR
08:46 – How did Anant's firm evolve over time?
10:44 – How difficult is High-Frequency Trading?
14:33 – What is their current trading strategy?
17:07 – An example of one of their trades
21:17 – Staying away from the physical side
23:33 – Tracking the market and executing trades
27:18 – Managing the cost of trades
29:58 – How did they get through the Covid19 period?
34:37 – How many markets are they trading?
36:49 – The process of trading copper
38:43 – How do you obtain transportation costs?
40:47 – Achieving the optimal trading efficiency
43:37 – A multi-legged trading strategy
47:34 – Anant's perspective on the Natural Gas markets
50:50 – Putting it all together
54:39 – Building for negative tail events
57:26 – What kind of exposure do they have?
59:17 – Key takeaways
59:58 – Thanks for listening
