Episode 1398: Commodity investing in the age of deglobalization and disrupted supply chains

What are the core asset classes within the commodity investing space? Are we entering a new commodity supercycle? What supply constraints are creating the biggest investment opportunities today? Bob Minter, director of ETF investment strategy at Aberdeen Investments, where he oversees the firm’s commodities and ETF investment approach, addresses those and other commodity investing issues during this episode. (07/2026)