The Real Spiel with Ryan & Kurt

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...

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?






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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?







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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...

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...

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?






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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...

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...

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:...

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...

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...

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...

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...

Just two years ago, media had zero coverage of inflation as a topic of interest. Now, multiple stories appear every day about how inflation is affecting the global economy, consumers and business.  Recent events are even further accelerating the transition to an inflationary environment. 





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Concepts such as “contango” and “backwardation” in commodity futures markets are not well understood, and they have a significant impact on realized returns for investors.  How can the negative effects of contango (and possible benefits of backwardation) assist investors in a diversified commodity portfolio, and what are they telling the market about supply and demand?

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Gold stands out as a store of value for investors over hundreds (and perhaps thousands) of years.  How does gold function to preserve value for investors and possibly protect from inflation shocks?




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 pro...

Inflation is like Kryptonite for many of the traditional financial assets that investors typically use to diversify risk and return.  How can diversified commodities help to mitigate the significant risks posed to both stocks and bonds from rising inflation?





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

Copper production is geographically concentrated, with Chile producing roughly 40% of the world’s raw copper ore for use in the global economy.  Chile just elected a new president, and his leadership indicates a shift toward environmental and labor rights concerns going forward.  What does this mean in terms of supply growth from the world’s largest source of this critical component in the global economy, as global demand is foreca...

Russia launched a large-scale invasion of Ukraine in February of 2022. The extent and duration of the military action, resulting sanctions and market disruptions in the region are impossible to predict, but could be significant and already have had a severe adverse effect on the region. Among other things, the conflict has resulted in increased volatility in the markets, disruptions to availability of certain commodities, commodity...