This podcast episode explores the resurgence of commodities as an asset class and their role in a diversified portfolio. It discusses how commodities have outperformed bonds and equities, making them attractive to investors. The episode also delves into the realm of commodity indices and the shift from active formats to passive indices, as well as the impact of geopolitics on commodity prices. The evolution of crypto index products is also discussed, with a focus on the shift from retail to institutional investors. Overall, the growing interest in commodities and crypto as asset classes presents opportunities for investors and continues to be a hot topic in the investment industry.
