Commodities Nationalism

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Commodities Nationalism, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated
Commodity-tilted portfolios will outperform amid rising global resource nationalism
“Suffice to say, I would imagine that portfolios that continue to be structurally turned towards commodity and resources are going to do well, because I think we're probably on the front edge of a sustained period of commodities nationalism, which serves to bro…”
James Aitken Mar 10, 2022 ▶ 45:17 James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)

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