Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodity index so we walk through some of the types of products available to gain exposure and express positions. We also look to the future. With COVID, Energy Transition and host of new commodities becoming ever more relevant, Roy also discusses what the future might hold for investors in the sector. We even touch on cryptos and water.
