Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 August 2022

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Tim Pickering, founder and CIO of Auspice Capital. In today’s episode, we talk all about trend-following and commodities. Tim shares why trend-following can serve as a great diversifier to stocks and bonds, and why it’s a great way to play the current commodity cycle. He ever shares his thoughts on the LME fiasco earlier this year and what his reaction was when he saw his trades were cancelled. Tim mentions some charts during the episode, so if you want to follow along, click the YouTube link here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:20.0	Meff Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	What is up my friends?
0:40.4	We got an awesome show for you today.
0:42.0	Our guest is Tim Pickering, founder and
0:43.6	CIO of Ospus Capital. In today's show, we talk all about Trin Fong and commodities.
0:48.9	Tim shares why Trin Fong can serve as a great diversify to traditional stocks and bonds
0:53.3	and why it's also a great way to play
0:54.9	the current commodity cycle.
0:56.6	He even shares his thoughts on the LME fiasco
0:58.8	earlier this year and what his reaction was
1:00.9	when he saw his trades were cancelled.
1:03.0	Ouch!
1:04.0	Tim mentioned some charts during the episode, so if you want to follow along,
1:06.5	click on the YouTube link in the show notes and subscribe where
	...

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