Hari Krishnan – Hedging a Commodity Bull Market (S7E4)

Corey Hoffstein and Hari Krishnan dive into the complexities of commodity markets, discussing client-directed research, trading options on futures, and grain markets. They explore hedging asymmetry, trend following strategies, and the dynamics of depressed commodities. Hari shares insights on right tail underpricing, consumer behavior, and a forgotten commodity. The episode contrasts fundamental and quantitative approaches, addressing liquidity constraints and examining perishability, seasonality, futures spreads, and options. They wrap up with Hari's personal goals, future research interests, and inspirations.