Episode Details

Join us for an insightful exploration of the fascinating world of commodity futures with Kurt Nelson, co founder and Managing Partner of SummerHaven Index Management. Kurt shares his unique perspective, honed over decades of experience, on the rich history and evolution of commodity markets - from the Dojima Rice Exchange in 16th century Japan to the modern-day cocoa futures trading. Discover how SummerHaven's research-driven approach, including the firm's dynamic commodity index, aims to uncover the elusive commodity risk premium and provide investors with diversified exposure to this complex asset class. Kurt offers insights on the challenges and opportunities presented by factors like inflation, supply chain disruptions, and geopolitical tensions, and explains why commodities deserve a place in a well-balanced investment portfolio. Whether you're a seasoned commodity trader or just curious about this unique asset class, this episode is packed with engaging anecdotes, market analysis, a glimpse into the future of the commodity landscape, and trading history you might have missed out on! Don't miss this captivating conversation with one of the industry's leading experts in Commodities – SEND IT!

Chapters:

00:00-01:22=Intro

01:23-07:15= Tracing the Roots of Commodity Futures

07:16-20:51 = Adopting business models & creating indexes

20:52-35:29 = The Evolution in commodity risk premium’s and SummerHavens’ research-driven approach

35:30-46:17 = Lessons in resilience & optimization with an impacting factor: Inflation

46:18-01:00:01 = Diversifying is essential: Vacationing in Cocoa

01:00:02-01:06:38= Positioning for the next decade’s opportunities

01:06:39-01:13:45 = Culinary Corner: The Best Indian dish in Stamford

From the episode:The Commodity Futures Risk Premium – 1871-2018 whitepaper

Follow along with Kurt onLinkedIn and check out SummerHaven's website:summerhavenindex.com

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