MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Do You Think Commodities Will Benefit the Inflation Environment?
It sounds like you're expecting a higher inflation environment in 2022. So what are your thoughts on diversifying into those hard assets such as commodities and which commodities do you believe will benefit that environment? Yeah, I've recommended that my clients have commodity exposure across energy based metals and grains. Once the energy price goes on a run like this, it's ahuge input into base metal making and a huge input into farming. It makes sense to be long. Some forms of those hard assets across the board, if you ask me.
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