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Masterclass: The Rebalancing Premium (EP.05)

Resolve Riffs Investment Podcast

CHAPTER

The Rise of the Commodity Market

The commodity space is a space that is ripe with diversity. Soybeans are not like crude, which is in turn not like nickel. Copper is not like natural gas. And so you have this space that has the incredible opportunity to provide these unique bets to your portfolio. So many of them have over 30% of the portfolio in the energy complex alone.

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