The Most Underrated Asset Class? Why Commodities Could Dominate Ahead скачать в хорошем качестве

The Most Underrated Asset Class? Why Commodities Could Dominate Ahead

👉 Click Here to Subscribe:    / @inthemoneypod   The Most Underrated Asset Class? Why Commodities Could Dominate Ahead | In the Money with Amber Kanwar Commodities are on fire, but what happens after a record year? On this episode of In the Money with Amber Kanwar, Amber sits down with Hussein Allidina, Head of Commodities at TD Asset Management, for one of the most comprehensive conversations about commodities after an explosive 2025. Hussein argues that we’re still in the early stages of a multi-year commodity upcycle, driven by chronic underinvestment, rising global demand, and a world that needs far more energy, metals and power infrastructure than we’re currently capable of producing. He explains why commodities zig when everything else zags, how they deliver real inflation protection, and why a 5–10% allocation may be the most overlooked tool in modern portfolio construction. From why oil may first trade down into the $40 range before setting up for a powerful rebound, to why natural gas could become the quiet backbone of AI, Hussein delivers a masterclass in understanding cycles, supply constraints, and how capital is flowing into the wrong parts of the system. And yes — we get into gold. Why it’s not an inflation hedge, why central banks can’t stop buying it, and why he believes “we see $5,000/oz before we see $2,000/oz.” He also explains silver’s dramatic move higher, the role of industrial demand, and why volatility makes it a tricky asset for retail investors. Amber and Hussein also explore the long cycles in the US dollar, the rise in military and infrastructure spending, and how electrification and data centres will reshape global commodity demand over the next decade. In Pro Picks, Hussein lays out three clear calls: a tactical short in soybeans as speculative flows unwind, a strategic long oil position over the next 6–12 months as inventories tighten and spare capacity shrinks, and a long-term bullish view on copper over the next five to seven years driven by some of the strongest structural demand forces in the market. It’s a roadmap for anyone trying to navigate commodities with a professional lens. Timestamps 00:00 Questrade’s new tools for investors. Use promo code INTHEMONEY 01:15 Show intro 03:25 The role of commodities in a portfolio 07:15 What’s a responsible allocation to commodities? 10:00 Understanding how commodity cycles work 14:30 What’s going on with oil? 19:10 Expectations for natural gas 23:00 What if the return from AI doesn’t materialize? 25:00 The path for Copper 27:20 The generalist attitude toward commodities right now 29:30 Gold’s record year- what happens next? 36:45 Silver’s big surge 39:20 TD Alternative Commodities Pool Fund 40:40 The relationship between rates & commodities 43:10 Understanding the supply & demand picture, bigger themes & defence spending 46:45 Hussein’s Pro Picks (short soy beans, long oil, longer term copper) Sponsors Sign up for your first self-directed account at https://questrade.com. Get your $50 cash reward when you use the promo code: INTHEMONEY. Or open a QuestWealth Portfolios account and your first $10,000 will be managed for free for one year. Promo code: INTHEMONEY For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned. With tools like the ETF Compare Tool and Market Insights, you can easily identify ETFs that hold your favourite stocks, match your risk tolerance, and align with your investment goals. To explore these tools, head to www.bmoetfs.com and check out the Tools section. Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information Links https://inthemoneypod.com/   / inthemoneypod   https://facebook.com/profile.php?id=6...   / inthemoneypod     / inthemoneypod   [email protected] DISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends and dividend strategies, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy. Contact: [email protected]