Zortix matched this thesis to Commodities & hard assets ETFs as one way for retail investors to get exposure. Not a recommendation.
Commodities as a superior 40% portfolio hedge
The case was made that replacing the bond portion of a 60-40 portfolio with commodities would have added about 1% of annual return over decades.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.