In this episode, Nitesh is joined by Warren Pies, Co-Founder & Strategist, 3Fourteen Research. Together they discuss what a late economic cycle entails and what it means for asset allocation.

(00:00) Intro and Disclaimer

(01:13) Meet Warren

(02:22) What is a late economic cycle? What is the evidence for one at this point in time?

(14:39) Are we are in restrictive Fed policy territory yet?

(19:19) Have there ever been any soft landings when we're in an inverted curve?

(22:02) Are late cycles good for commodities?

(23:23) Oil rally - are we close to the end?

(34:59) How can investors hedge against the uncertainty of soft landing?

(38:13) Gold - another portfolio diversifier

(39:12) What would take to trigger an overweight on commodities? And are we close to moving any of those triggers?

(42:00) Outro

(43:57) Disclaimer

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

Warren: https://twitter.com/WarrenPies

For EU Investors Only

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

The Commodity Exchange: "Are we in a late economic cycle?" with Warren Pies