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Podcast Special: How to invest in commodities through equities and futures
Saxo Market Call
Summary: In this special episode of our daily Saxo Market Call podcast, you get an in-depth view on how to invest in one of these days’ hottest topics – commodities – through equities and futures. The podcast is hosted by Head of FX Strategy, John Hardy and features Ole S. Hansen, Head of Commodity Strategy and Peter Garnry, Head of Equity Strategy.
Listen to this special edition podcast - slides are available via the link in the podcast description..
Commodities have been key in the globalized world for the past years, as a plethora of macro events have brought the asset class’s tangible nature into focus. As always, the financial sector followed suit and the desire to invest in commodities has grown steadily.
But old-school investing in commodities through futures comes with the challenge that lot sizes are huge, meaning you have to tie a lot of money into specific commodities to just get some exposure. That picture has changed and today there’s several ways to – directly and indirectly – gain exposure to commodities.
In this special podcast episode, Hardy, Hansen and Garnry take you through:
- 2.10: The history and development of commodity trading
- 8.50: Commodity evaluation based on supply (backwardation and contango)
- 13.15: Gaining direct exposure to commodities through ETC’s
- 16.05: Investing indirectly in commodities through equities
- 22.33: The current state of the commodities market
- 26.25: Green transformation and metal commodities
- 30.30: Whether you should consider adding commodities to your portfolio
- 31.30: Long-term commodities outlook
Happy listening!
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We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.
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