OI15: Navigating the Commodity Markets with Calculo Capital ft. Ole Hansen & Philip Carlsson

发布时间 2025-04-23 05:00:00    来源

摘要

Today, we're diving deep into the world of commodities with Calculo Capital, a short-term quantitative hedge fund based in Denmark. Our guests, Philip Engel Carlsson and Ole Hansen, share their insights on how they navigate the fast-paced commodity markets using machine learning techniques. We explore how their focus on liquid markets and short holding periods allows them to capitalize on price movements driven by supply and demand imbalances. The conversation also touches on the current trends in commodities, like the rising demand for precious metals and the impact of geopolitical events. Join us as we uncover the strategies behind Calculo's approach and what sets them apart in the investment landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Linkedin.Follow Ole on LinkedIn.Follow Philip on LinkedIn.Episode TimeStamps: 02:08 - Introduction to Calculo Capital03:53 - The state of today's commodity markets10:35 - Commodity performance numbers11:34 - What is driving the increased performance in the precious metal markets?15:35 - How the commodity performance impacts the way Calculo Capital is trading16:48 - Why do Calculo Capital only focus on commodity...

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