From Gold to Gigawatts: Unpacking Today’s Commodity Markets

Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives.

Show notes:

• Commodity Markets’ Evolution: Efficiency is Table Stakes
• Why Gold is a Rocket Ship Recently
• Debasement Trade or Diversifying Asset? Making Sense of Investor Sentiment with Gold.
• Protecting Spending Power with Commodities
• AI is Booming. Will Energy Markets Keep Up with Growing Demand?
• Benefits of Active Management in Commodities Investing

Check out Charting Commodity Markets

Follow Greg Sharenow on LinkedIn, for PIMCO’s latest views on commodities and real assets

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