با برنامه Player FM !
Hari Krishnan – Hedging a Commodity Bull Market (S7E4)
Manage episode 393966901 series 2359799
In this episode I am joined by Hari Krishnan, Head of Volatility Strategies at SCT Capital and author of the books Second Leg Down and Market Tremors.
This is Hari’s second appearance on the show, but he comes to us with a very different topic: how to develop a low carry hedge for a commodity bull market.
Taking a similar line of thinking to his book Market Tremors, Hari evaluates the market through the perspective of both commodity producers and consumers. By understanding their business incentives, Hari believes he is better able to understand their market positioning and the potential imbalances created in both futures and options markets.
We discuss the conditional impacts of price on real world costs, how perishability impacts derivative markets, and the influence of seasonality.
I hope you enjoy my conversation with Hari Krishnan.
117 قسمت
Manage episode 393966901 series 2359799
In this episode I am joined by Hari Krishnan, Head of Volatility Strategies at SCT Capital and author of the books Second Leg Down and Market Tremors.
This is Hari’s second appearance on the show, but he comes to us with a very different topic: how to develop a low carry hedge for a commodity bull market.
Taking a similar line of thinking to his book Market Tremors, Hari evaluates the market through the perspective of both commodity producers and consumers. By understanding their business incentives, Hari believes he is better able to understand their market positioning and the potential imbalances created in both futures and options markets.
We discuss the conditional impacts of price on real world costs, how perishability impacts derivative markets, and the influence of seasonality.
I hope you enjoy my conversation with Hari Krishnan.
117 قسمت
همه قسمت ها
×به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.