market folly

The last set of notes from CNBC & Institutional Investor's Delivering Alpha Conference comes from the commodities panel featuring Ospraie's Dwight Anderson, Arbalet Capital's Jennifer Fan, and Taylor Woods Capital's Beau Taylor.

Be sure to check out notes from the Delivering Alpha conference for all the other panels.

Dwight Anderson (Ospraie):  The legendary commodities man thinks there's risk in corn, wheat and grain markets (corn has spiked insanely higher, trading limit up on numerous occasions).  He argued more investors should look into farmland.  We've highlighted in the past how Michael Burry likes farmland (yes, the Michael Burry of subprime shorting fame).  Two months ago at the Ira Sohn Conference, we also highlighted how Anderson was long palladium, short platinum.


Jennifer Fan (Arbalet Capital):  She was named one of Institutional Investor's rising stars in 2011 and Arbalet was one of the biggest fund launches this year.  Her comments included that being a farmer is harder than being a hedgie.  She also echoed Anderson's sentiment that corn is risky.  She also pointed out that Chinese GDP numbers are volatile (much more-so than what's reported).


Beau Taylor (Taylor Woods Cap): He feels that crude oil could go much higher ($200 per barrel), citing violence in countries like Syria, Iraq, Iran and some African countries.  He likes Brent over WTI.  He also likes farmland, but says it's hard to scale.

Sources: Notes from readers, II's blog, @ldelevingne


Be sure to check out all the other notes from the Delivering Alpha Conference.