The Acquirers Podcast cover image

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

The Acquirers Podcast

00:00

Alpha Focus Over Inflation Hedging

Will explains the strategy emphasizes alpha via equity selection with low commodity beta, while noting assets provide some inflation protection.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app