2021-02-04 (Thu): New Age Commodities Deep Dive – TrackRecord Asia

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OTCS is pleased to be a media partner for this event.

 

New Age Commodities Deep Dive – TrackRecord Asia

In TrackRecord Asia’s Webinars throughout 2020, assets (Bitcoin, Rare Earths, Precious Metals, Japanese Equities, USD/CNH, Uranium, Natural Gas) that they have spoken about have done well as they have envisioned.

In their Jan 2021 Webinar, they started the conversation on Semiconductors. In that Webinar, they pointed out that in the pursuit of AI, machine learning, rise of 5G and autonomous vehicles, semiconductor chips demand will be fundamental to the new economy that the world is building.

Semiconductors will no longer be cyclical like in the past, but an essential commodity going forward.

In recent times, they see the compute intensity doubling every 3.4 months as opposed to following Moore’s Law which doubles every 2 years. This will be demanding on the rate of chip production and quality.

They will be delving further into the reasons for their bullishness on Semiconductors which are looking like the new FAANG stocks in this Webinar!

Come learn what are the Semiconductor stocks you can add to your portfolio to ride this emerging trend.

 


Speakers

 

PHAN VEE LEUNG

Phan Vee Leung has over 20 years of experience in the financial markets dealing in Foreign Exchange, Rates, Equity Index Futures, Equities and Commodity Futures. He joined Morgan Stanley in 2010 to help build their Asian currency and interest rates franchise. In his role as Head of Asian ex-Japan offshore non-deliverable currency and interest rates, Morgan Stanley became one of the thought leaders in risk sharing and pricing within the Asian Ex-Japan space. From 2008 to 2010, he headed the Cross Markets trading team in Deutsche Singapore. In 2003, together with a few partners, he co-founded NorOdin Investment Management LP, a hedge fund specializing in global macro trading with peak assets of 1.2billion USD. His trading career started with Chase Manhattan Bank (later JPMorgan Chase) London in 1997, with postings in the offices of JPMorgan in Singapore, Seoul and New York as well.

Over the course of his career, he has identified the psychological traits that the best traders possess which enable them to make consistent profits. Vee has adapted them to refine his trading process and developed a structured investment framework, supported by sound risk management principles, around it.

In 2016, Vee co-founded TrackRecord, a training academy for banks, hedge funds and retail traders. TrackRecord aims to provide its students – through a meticulously designed investing framework, deeper insights into the Science of Trading.

 

NICHOLAS KOH

Nicholas has over 3 years of experience in the Finance and Block Chain industry. Nicholas is a Senior Trader with TrackRecord, providing support and mentoring for the traders with TrackRecord and ensures their optimal development towards a professional trading career. In addition, Nicholas also runs his own Algorithmic Fund and Investment Projects in Central Asia. He specialises in Global Macro and Monetary History.

 


 

All are welcome!

  • Free for OTCS members!
  • Free for non-members too! (So invite your friends!)

(Share this Webinar with a friend or two, but kindly get them to register too.)

 

Details

  • Date: 4 Feb 2021 (Thu)
  • Time: 7.30pm – 9.00pm
  • Venue: Zoom Webinar
  • Registration is required to receive the Zoom Webinar link and password.

 

Media partners

 

Click here to register

 

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