Commodity Market Outlook - What's on the Radar?

The commodities space is still very favorable. I think we are going to see that commodities play out over the next several years. The energy complex is really fascinating, both on the renewable side and traditional energy. And then maybe even precious metals as the dollar starts to tear off. Within the equity space, I think anybody who's not positioned defensively going into 2023 is seeing something that I'm just not seeing.