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02:09 - Introduction to the new series
03:28 - Introduction to Mauritz van den Worm and PolarStar Management
09:53 - A deep dive into the South African market
16:26 - What kind of trader is PolarStar Management?
19:55 - Entering and exiting trades
23:37 - How PolarStar Management establishes and analyzes trades
30:53 - How PolarStar uses data
33:39 - Different kinds of maize (corn)
35:07 - How you size a spread within a portfolio
39:39 - The role and importance of storage
45:14 - Adjusting for seasonality
47:06 - Looking back on the last 2 years
49:47 - Why did traders not want European wheat?
55:46 - What happened to the wheat market?
56:58 - How tough is the commodity space?
59:16 - Thanks for listening