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Ben Carlson & Michael Batnick: Talk Your Book: Investing in Commodities: Podcast

TedTed
in Fund Discussions
FYI: Ben & Michael discuss:

.Boom and bust nature of commodities
.What is the role of commodities in a portfolio — manage risk or price appreciation?
.Why would commodities add a risk management component to a typical portfolio?
.Do commodities need inflation to do well or is it about supply and demand?
.Should commodities be used for buy & hold or a tactical position?
.Is technology a headwind for commodities?
.Why is it so hard to match the return on actual commodities?
.The difference between commodity prices and commodity futures.
.What is the S&P 500 index of the commodity world?
.Are commodities a neglected part of the portfolio?
.Why should gold have a positive expected return?
.Is Bitcoin the new gold?
.Is Bitcoin a commodity?
.What is the expected return assumption for gold?
.Why are there no oil bugs?
Regards,
Ted
https://awealthofcommonsense.com/2018/12/talk-your-book-investing-in-commodities/

Comments

  • Old_Skeet
    edited December 2018
    My allocation to commdoities amounts to about 6% of the growth area of my portfolio. In viewing the futures this morning it looks as though my commodity strategy fund (PCLAX) might be up better than 2% today if things hold until market close.
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