Physical Commodities to LO AM
Probably falling victim to the latest WSO groupthink here ('T1 LO AM is the best career ever!'), but is there room for people with physical commodities trading backgrounds to move to T1 LO AM as analysts (and eventually PMs)?
Feels like there is some skill overlap in terms of research, talking to industry, appreciation of risk, quickly identifying value drivers... obviously modelling skills are nothing like someone who's done IB/PE/Pod Shop...
I am pretty convinced being long commodities is crucial to my career, just trying to think of whether there are better ways to skin that cat so to speak.