MI253: The Bull Case For Commodities w/ Lucas White
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Lucas: I think sometimes that seems like the easiest way maybe to get exposure to commodities without having to do the other due diligence, you're just kind of making a speculative bed or maybe it's not speculative. Maybe it's an informed bed, but you don't want to have to worry about all the other things that go into valuing producers or something. And so I guess just off the top of my head, that's maybe one reason. Well, thank you so much for coming on today, Lucas. This was a pleasure.
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