Animal Spirits Talk Your Book: Investing in Commodities

Today’s Animal Spirits Talk Your Book is presented by Graniteshares

Topics discussed

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?