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Behind The Markets Podcast: Steven Hou

Behind the Markets Podcast

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Commodities Are the Classic Inflation Hedge Right

Commodities have a new diversifying role certainly they were one of the few things that were up in 2022 and I've been talking about hey divert a lot of people do gold. Over the last two decades it was actually the you know sort of typical period especially in the this inflation period where you are underperform but more generally over the longer horizon this is a boom bust sectors highly cyclical. The moment economy crashes commodities will also likely crash right every single recession inflation as they should come downGold out of all the different commodities has this interesting characteristic if you look at for example how gold has performed over the last you know two years when you would have expected to rise in inflation environment thinking

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