Wealth Building

Talk Your Book: Why Commodities Are Working

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Today’s Talk Your Book is brought to you by PIMCO:

 

Click here to learn more about PIMCO, and the PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT)

On today’s show, we discuss:

  • How PIMCO aims to generate alpha in the commodities space through active management
  • The role that momentum, carry, and behavioral strategies play in PIMCO’s process
  • How the liquidity of commodities helps differentiate them from other real assets
  • How fiscal stimulus and countries building strategic inventories have helped support commodity markets
  • The role central banks have played in driving the price of gold
  • How PIMCO manages concentration risk in its portfolio
  • The two separate markets in oil as result of sanctions and global tensions

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

Charts: 

 

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