The Acquirers Podcast cover image

Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson

The Acquirers Podcast

00:00

Commodities Versus ETFs

commodities have basically not participated in the last 13 years, or 14 years. The natural state of commodities has tended to be that they are cheap and everything else is expensive. High quality companies have high margins; you can't run a company like cosco with low profit margins. Commodity plays juste haven't been particularly good inat gol doslekintese energy sbeen running. And if the bubble pops, it would tend to suggest to me that commodities would go down.

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