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To Survive Disasters, You Need Smiles (guest: Steve Hou)

The Market Huddle

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Commodities Against Inflation - A Very Robust Hedge

The things that do really hatch robustly against inflation are commodities, because after all, they are more or less like entering directly into as input of the consumption basket. So whether you're looking at futures contracts on the line commodities, such as energy and agriculture, there's a pretty tight error band around them. In base metals, if you recall what we were saying before about industrial, you know, equity sectors, so has this slight band downward towards the higher inflation.

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