A quant’s guide to finding alpha in commodities trading

About this episode

This episode explores quantitative strategies in commodities trading with insights from J.P. Morgan's experts.

Commodities are an investing sphere unto themselves, offering diversification, decorrelation from equities and bonds – and plenty of surprises along the way. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Kranthi Gade, head of Global Macro QIS Product Structuring, to hear how the quantitative strategies group builds and tracks systematic, tailored commodities trading for clients seeking alternative alpha. Tune in to hear the tactics and trends that comprise this fascinating approach to an equally fascinating asset class. This episode was recorded on May 12, 2026. The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit…

People in this episode

Host: Eloise Goulder

Guest: Kranthi Gade

Topics covered

• commodities trading
• quantitative strategies
• alternative alpha
• systematic trading
• investment diversification

Keywords

• commodities
• trading
• quantitative strategies
• alpha
• investment

Mentioned in this episode

Organizations: J.P. Morgan

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