The guests have their own index and commodity ETF (HGER). Their basic proposlition is that the BCOM Index (sector weighted, more spread out among commodities) is good against debasement inflation, the GSCI Index (very heavy on energy) is better against scacity inflationGT wrote: ↑Wed Jun 08, 2022 8:45 amDid the guest speaker try and pitch anything at the end of the talk?joypog wrote: ↑Tue Jun 07, 2022 11:46 pmInteresting podcast from Animal Spirits about inflation and commodities as a hedge.
https://animalspiritspod.libsyn.com/tal ... -inflation
The guest's contention is that Gold is a good hedge against US Dollar Debasement inflation but does not do well against the Scarcity inflation that we are experiencing today.
I'm not sure what to think of it, but it sounds truthy....but then again anything that a slick financial guy says invariably sounds truthy.
Example: Gold is great but the XYZ commodities fund has beaten Gold over the last 6 months.... etc.
HGER's special index does special math that oscillates between the two and is good against all inflation.
Sounds like a cute product, but given my existing gold allocation I don't need their help. Might as well just slowly pick up some more shares of the GSCI commodity index fund (PDBC).