Listen "Unlocking the Commodity Risk Premium with Kurt Nelson of SummerHaven"
Episode Synopsis
Join us for an insightful exploration of the fascinating world of commodity futures with Kurt Nelson, co founder and Managing Partner of SummerHaven Index Management. Kurt shares his unique perspective, honed over decades of experience, on the rich history and evolution of commodity markets - from the Dojima Rice Exchange in 16th century Japan to the modern-day cocoa futures trading. Discover how SummerHaven's research-driven approach, including the firm's dynamic commodity index, aims to uncover the elusive commodity risk premium and provide investors with diversified exposure to this complex asset class. Kurt offers insights on the challenges and opportunities presented by factors like inflation, supply chain disruptions, and geopolitical tensions, and explains why commodities deserve a place in a well-balanced investment portfolio. Whether you're a seasoned commodity trader or just curious about this unique asset class, this episode is packed with engaging anecdotes, market analysis, a glimpse into the future of the commodity landscape, and trading history you might have missed out on! Don't miss this captivating conversation with one of the industry's leading experts in Commodities – SEND IT!Chapters:00:00-01:22=Intro01:23-07:15= Tracing the Roots of Commodity Futures07:16-20:51 = Adopting business models & creating indexes20:52-35:29 = The Evolution in commodity risk premium’s and SummerHavens’ research-driven approach35:30-46:17 = Lessons in resilience & optimization with an impacting factor: Inflation46:18-01:00:01 = Diversifying is essential: Vacationing in Cocoa01:00:02-01:06:38= Positioning for the next decade’s opportunities01:06:39-01:13:45 = Culinary Corner: The Best Indian dish in StamfordFrom the episode:The Commodity Futures Risk Premium – 1871-2018 whitepaperFollow along with Kurt onLinkedIn and check out SummerHaven's website:summerhavenindex.comDon't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-up for our blog digest.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
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