Investing in Companies That Put Shareholders First with Joseph Boskovich
Excess Returns
00:00
The Importance of Commodities in the Economy
A lot of money managers just don't like investing in commodities, but you need to back out gold and hold it as an antelope. We own gold in some portfolios, but it's just GLD through the ETF. And we have it mostly as a hedge, and hopefully an inflation hedge. How do you think about building a portfolio in potentially higher inflationary times? It doesn't really come into our thinking, but that equities do well during inflation does give me comfort.
Transcript
Play full episode
