The GSX Podcast Episode Four - A conversation with Mike Coleman, Veteran Commodity Trader and Investor

Written By Henry Walsh

In this episode of the GSX podcast, host Henry Walsh interviews Mike Coleman, a veteran in the commodity markets with over 43 years of experience. Mike shares his journey from starting at Cargill to launching the Merchant Commodity Fund, discussing the evolution of commodity trading, the impact of financial markets, and the unique appeal of commodities. He emphasizes the importance of active management in commodities and reflects on the changing dynamics of the market, including the challenges and opportunities for investors today.

Key Takeaways

  • Mike Coleman has over 43 years of experience in commodities.

  • He launched the Merchant Commodity Fund in 2004.

  • The fund's breakthrough came in late 2005 due to market conditions.

  • The correlation between commodities and financial markets has changed over time.

  • Active management is crucial for success in commodity investments.

  • There is a shortage of experienced commodity traders today.

  • The evolution of technology has impacted commodity trading significantly.

  • Intrinsic volatility in commodities offers unique investment opportunities.

  • The appeal of commodities lies in their tangibility and real-world connections.

  • The future of commodity investments may be influenced by macroeconomic factors.

Henry Walsh
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The GSX Podcast Episode Three - A conversation with Dave Behrends, Managing Partner at Sucafina