Today’s Talk Your Book is sponsored by PIMCO:

Click here to learn more about PIMCO, and the PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT)

On today’s show, we discuss:

How PIMCO aims to generate alpha in the commodities space through active management
The role that momentum, carry, and behavioral strategies play in PIMCO’s process
How the liquidity of commodities helps differentiate them from other real assets
How fiscal stimulus and countries building strategic inventories have helped support commodity markets
The role central banks have played in driving the price of gold
How PIMCO manages concentration risk in its portfolio
The two separate markets in oil as result of sanctions and global tensions

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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