MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Do You Think Commodities Will Be the Darlings of the Next 10 Years?
For the average retail investor, what do you think is the most efficient way that we could implement and get exposure as a whole? I would just hold a diversified book of commodities. You can create a very diversified portfolio of only most of the larger companies because they're a little safer. Those are going to be the darlings of the next 10 years. We have an inflation problem similar to what we saw in the 70s. This is going to change consumer behavior. It's going to change volatility. The way we looked at currencies, bond markets will be quite different.
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