Jeffrey Baird - Commodity Convexity (S3E6)

Corey Hoffstein converses with Jeffrey Baird to explore his background and the focus of Merit Point Partners on the commodities market. The discussion highlights Baird's high-level strategy objectives, key players, and dynamics within the market. They delve into the differences between commodity and equity markets, emphasizing fundamental and options market analysis in commodities. Jeffrey discusses measuring mispricing, the roles of contango and backwardation, and the impact of negative oil prices. The episode also covers portfolio construction, risk management, natural gas volatility, and rebalancing strategies. Jeffrey shares insights on opportunities and technological changes shaping the commodities market landscape.