Commodities Are The New SPACs | Jason Buck & Corey Hoffstein
Jun 26, 2022
Dive into the fascinating world of commodities and how they're becoming the new SPACs amidst market volatility. Enjoy a humorous exchange as the hosts discuss their pajama fashion choices while uncovering the serious repercussions of inflation and central bank policies on commodities. Explore the intrigue of low SKU during bear markets and dissect Meta's metaverse gamble. Plus, learn about equity duration complexities and the art of portfolio management, all presented with a light-hearted flair!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Casual Banter and Pajama Fashion
02:11 • 4min
Navigating Commodity Market Dynamics
06:28 • 22min
Analyzing Market Sentiment: The Mystery of Low SKU
28:14 • 5min
Meta's Metaverse Gamble and Value Investing Shifts
33:33 • 7min
Equity Duration Demystified
40:34 • 10min
Navigating Portfolio Management
50:21 • 7min