Behind The Markets Podcast: Nitesh Shah & Aneeka Gupta
Behind the Markets Podcast
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Commodity Investments - Are You Seeing a Tight Market?
Metals are the new energy essentially. So we're facing right now is a deficit in energy. But if you are a commodity investor and you recognize which commodities benefit from the energy transition, then you're in a good place. We were talking about how much people invest in broad commodity strategies versus gold. How do they vote gold into these models? What are you seeing from an asset allocation and macro perspective?
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