5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Paradigm Shift in Commodities

The chart shows how commodities have been underallocated by investors. It's also a reflection of the views about inflation, which is something that we've had in other decades. I think this chart is just simplistically telling us how cheap those assets are relative to financial assets. But there is a lot of ways to express that view in the markets.

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