Fastest Four: Is Resource Nationalism the Next Threat to Your Portfolio?

Governments are quietly deciding who controls the resources within their own borders — and it's already moving markets. It's called resource nationalism, and according to LPL's Head of Macro Strategy Kristian Kerr, it rarely stops with the commodity itself. It reshapes trade policy, capital flows, and the broader macro landscape. Since COVID, export bans have surged as countries abandoned decades of globalization to protect their own supply chains. In this episode of The Fastest Four Minutes in Finance, Scott Inman breaks down: • What resource nationalism actually means • Why commodity prices and energy/materials stocks could benefit • Why Latin America could see the biggest upside • Whether this is a permanent shift or a cycle we've seen before Bottom line: this trend highlights why diversification — and a financial advisor tracking these shifts — matters for your portfolio.