Energy, Geopolitics, and the New Commodity Paradigm – Direxion – 4.23.26

Summary:

Global tensions are reshaping the landscape of energy and commodity markets. As trade alliances evolve and competition for essential resources intensifies, investors are compelled to reassess the role of commodities within a contemporary portfolio. Join Ed Egilinsky, Managing Director at Direxion, and Tim Pickering, founder of Auspice Capital Advisors, for an insightful discussion exploring how current geopolitical dynamics are influencing broader commodity markets, and why inflation has emerged as a persistent theme.

Key topics include:

• The impact of geopolitical tension on making energy a dominant force in today’s commodity markets.
• An examination of the catalysts expected to drive a robust bull cycle in commodities—including the growing influence of artificial intelligence.
• A look at how the Direxion Auspice Broad Commodity Strategy ETF (COM) manages risk, setting itself apart from industry peers.
• Before concluding, we’ll offer a brief overview of the Direxion S&P 500 Plus ETF (SPXP), an enhanced S&P 500 index strategy that combines traditional S&P 500 index exposure with a managed futures overlay, all within a single ETF package.

Don't miss this opportunity to gain valuable perspectives on the changing dynamics of commodity investing in a rapidly evolving geopolitical environment.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

As Head of Sales and Distribution Ed focuses on global product implementation within the institutional and tactical client segments as well as promoting ETF education and strategy throughout the financial industry. Ed is also responsible for managing the Direxion ETF sales team. As Head of Alternative Investments, Ed’s focus is to drive the firm’s product development initiatives, internal and external product messaging, training and support of product delivery.

Prior to joining Direxion, he served as Managing Director of Business Development at Price Asset Management where his focus was on expanding the company’s distribution network and diversifying its product line. Ed was also Managing Director and head of Alternative Strategies at Rydex Investments where he provided leadership to the sales team for alternative strategy initiatives, expanded distribution channels, and effectively branded Rydex, as well, as a recognized provider of alternative investment. Earlier in his career, Ed was Head of US Sales and Marketing for Kenmar Advisory Corporation where he drove domestic asset growth among high net worth and institutional clients.

Tim leads strategic decision making and the vision for Auspice’s diverse suite of award winning, rules-based quantitative investment strategies. Auspice is Canada’s largest active commodity manager and since 2006 is one of few deeply experienced commodity tilted managers that partners with a range of investors from retail to institutional, managing funds, SMAs, ETFs and Indices. The NYSE listed Direxion-Auspice COM ETF is one of the top ranked Morningstar rated commodity ETFs globally and was followed up with the CCOM listing in Canada on the TSX.

Prior to forming Auspice, Tim was VP of Trading at Shell (North America). He began his career at TD Securities (Toronto) in their elite trading development program ultimately holding the Senior PM position for the Energy Derivatives portfolio. Outside of Auspice, Tim has been involved in grain farming in Western Canada. Tim is the Chairman of the Finance Advisory Council at the University of Calgary Haskayne School of Business and past President of Pheasants Forever, a globally respected habitat organization. Through the founding of Auspice, Tim ties together a career in commodity and financial risk and portfolio management that has spanned institutional experience along with entrepreneurial vision.