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Why Intercept is a podcast project from Bridge Alternatives that aims to explore new ideas in modern investment alpha. Through conversations with portfolio managers, institutional investors, academics, authors and others, we seek to gain clarity on how and why certain types of alphas exist in an ultra competitive investment landscape.

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Metals

2021/09/01

We're joined by Greg Buechele and David Lilley of Drakewood Capital Management, Dwight Anderson of Ospraie Management, and Jay Tatum of Valent Asset Management for their views regarding the commodity bull cycle thesis, with emphasis on the metals markets, and what it means for commodity hedge funds.