Exchange-traded fund tracking a diversified basket of commodity futures across energy, metals, and agriculture.Yahoo Finance ↗
A sector/theme exposure, not a company — priced via the DBC ETF as a clean proxy. Excluded from the index and host funds.
1 take · first discussed Oct 25, 2024
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Among the four All-In hosts, only Friedberg has offered a view on commodities, expressing high-conviction bullishness as of October 2024. He holds long positions across the commodities basket — including gold and commodity-linked equities such as mining and agricultural trading companies — on the thesis that they are "ridiculously under-owned" and serve as effective inflation hedges, with profits that naturally rise alongside underlying commodity prices. Chamath, Sacks, and Calacanis have not shared views on this topic, so no cross-host agreement or disagreement can be established.
Friedberg states commodities are 'ridiculously under-owned' and that he is long commodities, favoring commodity-linked businesses whose profits grow with underlying commodity prices as an inflation hedge.
I think commodities are so ridiculously under-owned. So I'm long commodities.”14:16