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In the second part of our conversation with Mike Coleman, we explore the different commodity markets and how RCMA trades them, and look back at the drawdowns that Mike has gone through and what he has learned from them. We discuss risk, idea generation, and what it takes to build a successful firm.

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In This Episode, You\\u2019ll Learn:

• How correlation plays an important role in what Mike does.
• What he thinks of the current oil market and the outlook for oil.
• How they use relative value trading and what that is.
• What process they have for getting an idea into an actual position.
• How they have a different relationship between trader and analyst than other firms do.
• How he defines risk and how he looks at risk management.
• What he has learned from the drawdowns he has gone through.
• How to get the investor\\u2019s confidence in the manager to a place where they don\\u2019t drop out at the worst time.
• Why regulatory risk is something that keeps him up at night.
• How his strategy has changed over time.
• If it\\u2019s possible to backtest any part of his strategy.
• What the typical investor in his firm looks like.
• What location means for a business like Mike\\u2019s.

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IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Mike Coleman on Linkedin.

Copyright \\xa9 2023 \\u2013 CMC AG \\u2013 All Rights Reserved

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1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked...'