Animal Spirits Podcast cover image

Talk Your Book: Hedging the Different Types of Inflation

Animal Spirits Podcast

00:00

Navigating the Commodity Future

This chapter explores the potential transition towards electric vehicles and its implications for fossil fuel investments, alongside a positive outlook for commodities. It discusses the complexities of inflation dynamics, the performance of various commodities in economic fluctuations, and the challenges of investing in them effectively. The conversation emphasizes the need for expertise in commodity management and the importance of understanding elements like roll yield in making informed investment decisions.

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