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
