Animal Spirits, Talk Your Book: Agricultural Commodities

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On today’s show we talk about

  • What drives commodity returns?
  • How do commodities work inside of an ETF?
  • Where do agricultural commodities fit within a traditional portfolio?
  • How has commodity investing changed over time?
  • How do tariffs impact commodities?
  • How do currencies affect commodities?

Listen here

Further listening

Meb Faber talking row crops with Brandon Zick

AQR talking commodities

 

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