Talk Your Book: Investing in Commodities

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.7 • 2.1K Ratings

🗓️ 2 March 2020

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

We speak with Will Rhind of Graniteshares about the reasons to invest in commodities, expected returns in gold, is bitcoin a commodity, why it's so difficult to stick with an allocation to commodities, the unbelievable run in gold prices in the 1970s, how to win any argument in the markets and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits Talk Your Book is brought to you by USCF investments.
0:04.0	Welcome to Animal Spirits, a show about markets, life and investing.
0:09.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:15.0	Michael Batnick and Ben Carlson work for Rit Holt's Wealth Management.
0:19.0	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not
0:24.2	reflect the opinion of Ritt Holt's wealth management.
0:26.8	This podcast is for informational purposes only and should not be relied upon for investment
0:30.9	decisions.
0:31.9	Clients of RittOLts Wealth Management may maintain
0:33.7	positions in the securities discussed in this podcast. On today's show we spoke with
0:38.1	John Love of USCF Investments as well as Geert Rowanhurst of the Yale School of Management.
0:43.8	And we spoke all about commodities and Gert's research
0:46.8	and primarily crude oil and how investors
0:49.9	can get exposure to it through an EDF.
0:51.8	I liked this chat because we had a good
0:53.7	balance between someone who straddles the fund world and the academic world and
0:59.4	someone who's who's just in the fund world and Geert came prepared with a lot of data and
1:05.2	stats and papers because he's written a lot about this so I thought that his
1:08.5	his background of this was was interesting because he's got a new paper out that he was talking about it's called
1:15.4	the Commodities Future Risk Premium where he looked at futures of commodities going back to
1:20.5	1871 so it was like 1871 to 2018 what did he publish that so it was just
1:25.4	published in September 2019 it looks like it's on SSRN was that an update
	...

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