Nathan Egger interviews Erik Townsend about trading strategies for the coming bottom in oil prices. Erik and Nathan discuss:
- A summary of the oil market fundamentals, as Erik sees it
- Potential counter-arguments to Erik's view
- How the "smart money" should be playing this coming bottom including; tanker trade, shipping container trade, etc
- How a commodities trader should be approaching a turn in the oil market including; contract selection, term structure, options
- Trading a reversal in crude oil from a fixed income manager's perspective - long/short strategies, potential contagions
- Other potential risks to credit markets
- An equity manager's view of an upcoming bottom - who will be the winners/losers, ETFs
- Strategies a retail investor can employ to gain exposure to the coming rebound in oil - contango-related risks to ETFs like USO
- The need for patience, regardless of which type of investor you may be
- Listener questions posed either in the forums, or by emailing questions to This email address is being protected from spambots. You need JavaScript enabled to view it.
- and plenty more...
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