In this episode of The Commodity Exchange, Nitesh Shah is joined by Tobias Lazar to explore the strategic role of commodities. They discuss diversification, inflation protection, the US dollar effect, and where we are in the economic cycle. They also explain how commodity indices are constructed, why futures curve positioning matters, and how next-generation strategies aim to reduce roll drag and improve outcomes.
From gold and silver to cocoa, copper and crude oil, this episode unpacks how commodities behave and why they may matter more than investors realise.
The Commodity Exchange