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You are here: Home / Archives for commodity futures

429: Which Inflation Protection Strategies Worked and Which Didn’t? 

April 19, 2023 by David Stein · Updated November 7, 2024

With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: What were investors' and the Federal Reserve's inflation expectations two years ago What led to the big inflation increase Why was the Federal Reserve forced to raise its policy rate by almost 5% in a year How successful were inflation-index bonds, stocks, commodities, and real estate in beating inflation … [Read more...]

Filed Under: Podcast Tagged With: commodity futures, dividend investing, dividend stocks, INFL, inflation, inflation hedges, IVOL, Series I savings bonds, TIPS, Treasury Inflation Protected Securities

400: What If High Inflation Doesn’t End?

August 31, 2022 by David Stein · Updated September 21, 2022

How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario. Topics covered include: What are three inflation lessons shared by Federal Reserve Chair Jerome PowellWhat is inflation anchoringWhat caused the current period of high inflationHow China and Russia contributed to low inflation and why those trends have reversedHow behavior changes and productivity improvements can contribute to … [Read more...]

Filed Under: Podcast Tagged With: commodities, commodity futures, inflation, inflation hedge, productivity

394 Plus: Share Buyback Timing, Contango vs Backwardation, and the Fundrise Growth Tech Fund

July 23, 2022 by David Stein · Updated August 13, 2022

In Plus Episode 394, we look at whether corporate management repurchases stock shares when the price is low or when it is high. We consider what contango and backwardation mean as it relates to commodities futures. Then we discuss whether commodity futures are generally in contango or backwardation during commodity bull and bear markets. Finally, we analyze a new fund offering by Fundrise that differs from their previous real estate related offerings. … [Read more...]

Filed Under: Uncategorized Tagged With: backwardation, buyback yields, commodities, commodity futures, contango, Fundrise, stock buybacks

384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?

April 27, 2022 by David Stein · Updated May 16, 2022

What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What the risks are. Topics covered include: What is a bull and bear marketHow long have earlier commodity bull and bear markets lasted and what were the returnsWhat led to the current commodity bear market that began in 2011How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, … [Read more...]

Filed Under: Podcast Tagged With: commodities, commodity futures, energy transition, ESG, oil, oil futures, supercycles

382: Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and Other Real Things

April 13, 2022 by David Stein · Updated March 21, 2023

Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better. Topics covered include: Previous investment recommendations by Money For the Rest of Us to combat inflation Why commodity futures hedge against unexpected inflation but have underperformed inflation over the long-term A recommended ETF for investing in commodity … [Read more...]

Filed Under: Podcast Tagged With: agriculture, commodities, commodity futures, DBC, famine, inflation

296: Why Negative Prices Exist and What Can They Teach Us

April 29, 2020 by David Stein · Updated April 27, 2022

Why the oil price fell below zero and what are other examples of negative prices. What lessons can we learn from negative prices. Topics covered include: How oil futures work and why the oil future prices fell below zero for the first time ever.Why has the United States Oil ETF (USO) lost so much money.How ETF authorized participants create new shares only so they can be shorted.How storage problems for oil and electricity can lead to negative prices.How negative interest rates are … [Read more...]

Filed Under: Podcast Tagged With: commissions, commodities, commodity futures, contango, negative interest rates, negative prices, oil, oil futures, oil prices, recycling, renewable energy, USO

232: Is It Time To Invest In Commodities?

December 5, 2018 by David Stein · Updated April 15, 2022

Why investing in commodities such as oil, gold and cocoa beans is challenging. What you need to know before you invest. Photo by J.D. Stein In this episode you’ll learn: Why have oil prices have fallen and what will impact their long-term price trend.How commodity futures work.How cocoa beans were used as currency by the Maya. To learn more about what you need to know to invest in commodity ETFs, check out this guide. Show Notes Doubleline's Gundlach says commodities are … [Read more...]

Filed Under: Audio, Podcast Tagged With: commodities, commodity futures, contango, gold, master limited partnerships, Maya, MLPs, oil, oil futures, oil prices

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