IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Tim on Twitter.
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.
Episode TimeStamps:
00:00 - Intro
02:40 - What has caught Tim and Niels’ attention recently?
06:33 - What has happened since last Niels and Tim spoke in 2014?
11:45 - Has Tim made any major research discoveries since last time?
19:31 - Why commodities and why now?
30:50 - How much room for liquidity is there in the markets?
37:32 - Tim’s thoughts on the LME
44:31 - Thoughts on commodity exposure and futures
51:51 - Why is Ukraine so important for commodities?
01:00:16 - Risk mitigation strategies at big pension plans
01:07:08 - Update on performance
