Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439

80 minutes

Today’s guest is Tim Pickering, founder and CIO of Auspice Capital.

In today’s episode, we talk all about trend-following and commodities. Tim shares why trend-following can serve as a great diversifier to stocks and bonds, and why it’s a great way to play the current commodity cycle.  He ever shares his thoughts on the LME fiasco earlier this year and what his reaction was when he saw his trades were cancelled.

Tim mentions some charts during the episode, so if you want to follow along, click the YouTube link here.

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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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