The Golden Age of Commodities Trading | This Hedge Fund Has Crushed the S&P 500 скачать в хорошем качестве

The Golden Age of Commodities Trading | This Hedge Fund Has Crushed the S&P 500

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equities, freight derivatives, energy transition linked companies, and electricity producers. Svelland joins Other People’s Money to discuss why he believes new market participants and structural undersupply have made the current environment for commodities trading so exciting. He also discusses how he’s grown his business from personal capital to almost $1 billion in AUM with investors all over the globe. Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod Timestamps 00:00 Intro 04:09 Trafigura & Goldman Sachs as Commodities Trading Talent Hubs 06:38 Launching Svelland Capital with Personal Capital 09:03 The First Major Hurdles: 3 Years & $100m in AUM 10:56 ESG and the Commodity Market Backdrop 15:59 Underinvestment & Undersupply in Shipping & Commodities 20:41 Trading Global Supply Chains Shifts 23:44 Trade Expression & Commodities Portfolio Construction 29:06 The Effects of New Commodity Market Participants 36:06 TTF Gas Markets & Price Spike Potential 39:38 Multiple PMs & The Benefits of Taking Risk 42:05 Thinking Internationally & Advice for Young Commodities Traders 45:56 International Investor Interest in Commodities 48:00 Managing AUM Growth & Capacity Constraints #investing #stocks #trading #markets #macro #hedgefunds #commodities #shipping #energy #energytransition #ESG #oil #gas #LNG #EuropeEnergy