Diversified basket of raw material commodity assets including energy, metals, and agricultural products.
1 take · first discussed Oct 25, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The sole host view on a commodities basket comes from Friedberg, who holds a high-conviction bullish stance as of October 2024. He argues that commodities are severely under-owned and that commodity-linked businesses are well-positioned to outperform in an inflationary environment, as their profits rise alongside underlying commodity prices. Friedberg states he is personally long gold, Bitcoin, and commodities broadly. No other hosts offered a view, so there is no agreement or disagreement to note.
Friedberg argues commodity-linked businesses will outperform in an inflationary environment because their profits grow with underlying commodity prices, and states he is personally long gold, Bitcoin, and commodities.
I'm long gold. I'm long Bitcoin. I think commodities are so ridiculously under-owned. So I'm long commodities.”14:16