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In this week\\u2019s episode, Tim Pickering, Founder of Auspice Capital, joins me to discuss why commodities play such an important role in a portfolio, how to create a strategy that adapts to different volatility regimes, why he created The Auspice Broad Commodity Index, the role and importance of ESG in commodities trading, how commodity futures can be used as a risk mitigation tool, why Ukraine is so important for commodities, how to effectively protect yourself against inflation and much more

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In this episode, we discuss:

• Why commodities play such an important role in a portfolio
• How to create a strategy that adapts to different volatility regimes
• How ESG and commodities trading is closely related
• Whether to embrace Chinese commodity markets
• Why the war in Ukraine is so important for commodities
• Strategies for protecting yourself against inflation

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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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Episode TimeStamps:

00:00 - Intro

02:40 - What has caught Tim and Niels\\u2019 attention recently? 

06:33 - What has happened since last Niels and Tim spoke in 2014?

11:45 - Has Tim made any major research discoveries since last time?

19:31 - Why commodities and why now?

30:50 - How much room for liquidity is there in the markets?

37:32 - Tim\\u2019s thoughts on the LME

44:31 - Thoughts on commodity exposure and futures

51:51 - Why is Ukraine so important for commodities?

01:00:16 - Risk mitigation strategies at big pension...'