Talk Your Book: Why Commodities Are Working
Animal Spirits Podcast
Gold's Recent Rally and Structural Drivers
Greg reviews gold's strong 2020s performance and cites financialization, geopolitical concerns, and central bank demand.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Sharenow from PIMCO to discuss: the boom in real assets, the role of momentum in trading commodities, how to gain exposure to real assets and more.
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
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