Tim Pickering, Auspice – Commodities, CTAs & The LME Scandal | #439
The Meb Faber Show - Better Investing
How Do You Slot in Long Term Commodity Exposure?
This year is a painful year for many who are in traditional market capated us. Long-term commodities have a low correlation to other assetsdand you know, if you just look full cycle, adding incommodity exposure to a portfolio can be acreative. If it's done right, and we believe, like with our product, you can lower your volatility. And then there's inflation. Well, three years ago, even the idea of me saying inflation got kind of scoffed at. People thought i was losing my mind. But it comes in these surprising ways.
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