Commodities are unique in that they represent the intersection of key areas of the market—production and consumption. Adding them to a private investment portfolio can provide diversification and stability that may be missing in more traditional asset choices.
In today’s episode, Tommy talks with Tom Holliday, Founder of Holliday Investment Partners and former Co-Founder and CIO at Titan Advisors.
Tom brings more than 30 years of experience in alternative investments. Prior to co-founding Titan Advisors in 2001, Tom was responsible for identifying and recommending investment managers for Soros Fund Management. Today, Tom leads Holiday Investment Partners, which cultivates partnerships with hedge fund managers for the development and marketing of niche strategies. The firm is now launching a new fund in the alternative investment industry.
Tommy talks with Tom about why futures trading is a great starting point for hedge funds, how commodities fit into the private investment space, and what the investment thesis of Holliday Investment Partners is.
Key Takeaways
[01:38] - How Tom got started in the private investment space.
[02:40] - What commodities are and how they are traded on the market.
[06:49] - What it's like to work at Soros Fund Management.
[09:18] - Why futures trading makes a great starting point for hedge funds.
[13:20] - The biggest break that enabled Tom to enter the finance industry.
[15:31] - Tom's motivations for co-founding Titan Advisors.
[23:07] - Four ways in which people can invest in commodities.
[30:32] - A deep dive into the investment thesis of Holliday Investment Partners.
[42:48] - Tom's favorite investment.
Quotes
[06:13] - "The job of the futures market is to balance supply, demand, and price. Sometimes it does it really well. Sometimes it does it a little less well. But that's where it creates the opportunities for commodity traders to profit from inefficiencies and dislocations from their view of supply, demand, and price." - Tom Holliday
[28:35] - "The futures markets were designed in order to marry the cash in the futures of these commodities. They're liquid. They're exchange-traded. They trade off the supply, demand, and price that these commodities are supposed to function around." - Tom Holliday
[40:39] - "If you want to be a part of this green energy transition, metal is where you gotta go through. And if you're worried about inflation, this actually could kind of potentially help with as well." - Tom Holliday
Links
Tom Holliday on LinkedIn
Tom Holliday Email
Titan Advisors
Stanley Druckenmiller
George Soros
Goldman Sachs
JP Morgan
Ivanhoe Mines Ltd.
BlackRock
Larry Fink
Connect with our hosts
Mammoth
Tommy on LinkedIn
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