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Why Intercept: Metals

Why Intercept is a podcast project from Bridge Alternatives that aims to explore new ideas in modern investment alpha.  Through conversations with portfolio managers, institutional investors, academics, authors and others, we seek to gain clarity on how and why certain types of alphas exist in an ultra competitive investment landscape.

Metals

 

Guests for this episode are four of the commodity hedge fund industry's leaders:

  • Greg Buechele and David Lilley of Drakewood Capital Management
  • Dwight Anderson of Ospraie Management
  • Jay Tatum of Valent Asset Management

Through a blended narrative of these independent interviews, we examine these speakers' views regarding the commodity bull cycle thesis, with emphasis on the metals markets.  The many topics covered include:

  • Renewables, China and the demand outlook
  • The state of the mining industry, and technology's role in secondary supply
  • Why the environment has benefited commodity hedge funds and may continue to

To learn more about this topic or these speakers, get in touch or send us an email: podcast@bridgealternatives.com

The views expressed in this recording are the personal views of the podcast participants at the time of the recording and do not necessarily reflect the views of Bridge Alternatives. Clients of Bridge Alternatives may have positions (long or short) or engage in securities or futures transactions that are not consistent with the information and views expressed in this recording. This recording has been prepared for informational purposes only and should not be relied upon for investment decisions. Nothing contained in this podcast constitutes investment, tax, legal or other advice. Past performance is not indicative, nor a guarantee, of future results and no assurances can be given that any investment will be profitable. The information in this recording is based on market conditions at the time of the recording which may fluctuate and be superseded by subsequent market events or for other reasons. This recording may contain forward looking statements which involve known and unknown risks and uncertainties. You are cautioned not to place undue reliance on such forward-looking statements and Bridge Alternatives does not assume any duty to update any such forward looking statements or any other information contained within this recording. The information in this recording is believed to be reliable as of the time and date of the original recording; however, no representation or warranty is made or given by or on behalf of Bridge Alternatives as to the accuracy and completeness or fairness of the information contained in this recording. Any liability as a result of this recording is expressly disclaimed.

The risk of loss in trading commodity interests can be substantial. You should therefore carefully consider whether such investing is suitable for you in light of your financial condition. Past performance is not necessarily indicative of future results.