In this episode of Lead-Lag Live, I sit down with John Love, President and CEO of USCF, to break down why commodities are re-emerging as a critical part of portfolios as markets face inflation uncertainty, geopolitical risk, and supply fragility.
From a historic spike in natural gas driven by extreme weather to renewed risk premiums in oil, gold, and silver, John explains how commodity markets are being reshaped by geopolitics, tariffs, and structural supply dynamics and why broad exposure alone may not be enough.
In this episode:
– Why natural gas markets proved more fragile than expected
– How weather shocks and infrastructure strain drive outsized moves
– Why oil continues to carry an elevated geopolitical risk premium
– What’s fueling record highs in gold and explosive moves in silver
– How investors can think about targeted commodity exposure versus broad indexes
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