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Talk Your Book: How to Invest in Commodities

Animal Spirits Podcast

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Navigating the Commodity Index Landscape

This chapter explores the challenges and limitations of traditional commodity indices like the Bloomberg Commodity Index and the S&P GSEI, originally designed for producers rather than investors. It introduces a new ETF with an alternative weighting scheme aimed at better aligning with investor needs for inflation hedging and long-term returns. The discussion also covers the evolution of commodity investments, focusing on strategies that dynamically adapt to inflationary conditions and investor demand.

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