Nate Polachek's guest appearances

Nate Polachek

Strategic Investor Radio

Michael Gayed

Mark Skousen

Jeff Johnson

Ben Hunt

Michael McDermott

Mike Williams

Michael Kitces

Mike Dean

Will Rhind

Danielle DiMartino Booth

Randy Swan

Gary Antonacci

Kevin Carter

Jerry Parker

Ken Lewis

OwlTail

Following stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be long or short, mostly in the Futures market, they use fundamental analysis and quantitative metrics, and do not pursue trend following, which is the more typical approach for commodities trading.  Investors today often seek a low-correlated investment for their portfolio, and many are turning to commodities for diversification from equity and fixed income markets.  Listen to this conversation to learn about this unique way to add diversification to a portfolio, and able to create profits in rising or declining markets.

<p>Following stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be long or short, mostly in the Futures market, they use fundamental analysis and quantitative metrics, and do not pursue trend following, which is the more typical approach for commodities trading.  Investors today often seek a low-correlated investment for their portfolio, and many are turning to commodities for diversification from equity and fixed income markets.  Listen to this conversation to learn about this unique way to add diversification to a portfolio, and able to create profits in rising or declining markets.</p>

Commodity Trading - Commodity Asset Management - with Nate Polachek

Nate is Partner and Portfolio Manager of Commodity Asset Management, a Hedge Fund and CTA specializing in investing in commodities that receive limited attention and coverage in the financial markets - silicon, tin, zinc, nickel, frac sand, et al.  A former trader at Goldman Sachs, AQR and Bridgewater (some of the largest and storied investment firms or Hedge Funds), Nate explains his response to some of the misconceptions of many investors to commodity investing.  Their unique focus, using fundamental analysis, gives their investments very low correlation with the equities marketplace.  This is designed to be true diversification.  For a discussion of an investment and strategy that is unique, designed to have low correlation with other investments, on markets that have a very limited following, listen to his interview.  This is definitely not investing with the herd.

<p>Nate is Partner and Portfolio Manager of Commodity Asset Management, a Hedge Fund and CTA specializing in investing in commodities that receive limited attention and coverage in the financial markets - silicon, tin, zinc, nickel, frac sand, et al.  A former trader at Goldman Sachs, AQR and Bridgewater (some of the largest and storied investment firms or Hedge Funds), Nate explains his response to some of the misconceptions of many investors to commodity investing.  Their unique focus, using fundamental analysis, gives their investments very low correlation with the equities marketplace.  This is designed to be true diversification.  For a discussion of an investment and strategy that is unique, designed to have low correlation with other investments, on markets that have a very limited following, listen to his interview.  This is definitely not investing with the herd.</p>

Commodity Asset Management - Investing in Niche Commodities - with Nate Polachek