Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23
The Exchange
00:00
Is the China Reopening a Big Deal?
Peter Bookbar: There are a lot of portfolios out there that do not have strategic allocations to commodities. He says the shift probably happened about a decade ago where a lot of large institutional investors backed out of their strategic allocation to commodities. "I think you can pick your spots and I think there will be opportunities to earn a return there," he said. Elizabeth Burton: The public pension world, for example, it's very hard to make tactical decisions quickly. 'It's just a very tough position to have been in after a decade'
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