Talk Your Book: The Commodity Supercycle

Today’s Animal Spirits: Talk Your Book is presented by Direxion.

We spoke with Ed Egilinsky, head of alternative investments at Direxion about the Direxion Auspice Broad Commodity ETF (COM).

We discuss:

  • Why commodities are better for tactical than buy and hold
  • Is inflation stickier than the fed expects?
  • Are commodities a cause or symptom of inflation?
  • Is inflation here just because of shortages?
  • Why volatility is a tax on short-term returns
  • Are we in the early innings of a commodities supercycle?
  • Why contango and backwardation matter for commodities futures
  • The differences between commodities indexes
  • Has bitcoin taken some of the shine off gold?
  • How do commodities fit within a portfolio?
  • What could slow the current commodities boom?

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