MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in Commodities - Should We Be Waiting Our Commodity Positions Differently?
The commodities to equity ratio is the most relevant one for positioning. I am solely basically long commodities, but it's a very small portion of my portfolio. On the short side, we have things that we're looking for hedges on our long side. The idea really is to be long commodities and short equities over time. That's ultimately what we're trying to accomplish as a money manager.
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