The Real Spiel with Ryan & Kurt

The Real Spiel with Ryan & Kurt

Real talk about real assets. Join Ryan Katz from USCF Investments and Kurt Nelson from SummerHaven Investment Management as they get real about commodities and financial markets.

Episodes

March 27, 2024 9 mins

Inflation is lower, inventories are low.  What does that mean for commodities?

Disclosure:
The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance ...

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Will the supply chain disruptions on opposite sides of the world have the last word on inflation?




The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates o...

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March 7, 2024 8 mins

'Softs' led the pack in commodities last year, why doesn't anyone talk about them?




The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates o...

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January 28, 2024 13 mins

If the renewable energy transition is a mega trend, why have we've seen weakening in metal prices?




The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affili...

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January 9, 2024 8 mins

How should investors think of fundamentals when it comes to commodities as an asset class? 





The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or...

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 In the last 120 years, there have been five instances where commodity prices have rallied for a period of 10 years following a trough in commodity prices.  Is this the next Super Cycle?





The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided ...

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March 15, 2023 10 mins

Commodity inventories are historically low across the board and demand is rising.  The problem is production and supply can't respond quick enough and there are no short cuts.  So now what?




The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provid...

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March 1, 2023 7 mins

Inflation is on its way down but that doesn't ensure that we that the ride is over.  Interest Rates will play a major role while leading economic indicators continue to give mixed signals.






The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory servic...

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February 13, 2023 9 mins

We need shelter, we need food, and we need water.  With the worlds breadbasket under attack since early last year, supply of wheat  has been devastated while other grains like soybeans and corn have had their own inventory issues.  What will happen this year?






The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such commen...

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January 30, 2023 12 mins

Our increasing demand on industrial metals will prove to be challenging to supply, but what metal will win the race to sustainability?  Just how much will inventory drive the price of the metals needed for electric vehicles, solar and wind energy and upgrades to the electricity grids?







The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the par...

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January 24, 2023 11 mins

2022 was full of surprises for investors!  For the first time in 50 years we had both equities and bonds decline while commodities climbed.   How do we position a portfolio to handle the unknown?




The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provi...

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November 9, 2022 9 mins

Understanding the commodity value proposition can help investors allocate across the spectrum of attractive liquid assets without feeling as though they are peering into a crystal ball searching for answers.




The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory se...

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November 2, 2022 9 mins

Over the last several decades commodity prices have been closely tied to China and its increasing demand for natural resources.  Recently there has been a slowdown in China's population growth and a decline in their GDP while commodities have continued to do well.  What else could be influencing commodity prices?






The commentary provided during this podcast reflects the personal opinions, viewp...

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Six months into Russia's war on Ukraine the effects on commodity supplies are being felt around the world.  Additionally, the climate crisis is creating further supply shortages as countries struggle to fill the deficit.  





The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a d...

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October 4, 2022 9 mins

Turns out inflation isn't transitory and we are surrounded by it.  Whether its core inflation, wage push inflation or another variety under examination, the one thing we know is that the feds response will be data driven.


The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of ad...

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If we’ve learned anything from the last few years, it’s that you cannot predict the future.  In 2022, we are faced with a land war in Europe, worldwide food scarcity, the highest inflation in decades and so much more.  As fear and interest rates soar, what can we do to cushion the landing?

*The season finale is a special collaboration with ETF Guide.  To see a special video version of this episode, please tune into  https:...

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May 26, 2022 12 mins


Asset classes behave differently during times of inflation.  Diversification is an important tool investors can use to balance their portfolios, but what does that mean?  How do real assets fit in? 


The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provide...

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May 23, 2022 10 mins


Inflation is digging in.
Investor anxiety is on the rise.
The markets are volatile.

What can the Fed do to help?






The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Man...

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May 16, 2022 11 mins

Commodities have become a popular topic of discussion as a way to potentially hedge inflation.  What does investing in commodities actually look like?



The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or Summe...

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May 9, 2022 11 mins

Commodities and equities have historically had similar returns and volatility yet commodities as an asset class seem to be overlooked.  Investors were interested in commodities up until the financial crises when they performed very well.  Over the past 10 years, many investors have doubled down on equities and largely forgotten commodities. Recently, commodity performance has investors looking at the asset class again. How can hist...

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