Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
Commodities
Commodities is one that still feels, unless it was two thousand seven, not necessarily embraced as a normal part of a portfolio. It's so difficult to find good inflation hedging asets out there. They are pretty much the best of the bad lot. When you look at historical data, you find that individual commodities largely having done too well. And when you reduce that volatility, your compound returning creases.
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