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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