On last week’s “Behind the Markets” podcast on Wharton Business Radio, Geetesh Bhardwaj, from SummerHaven Investment Management and Nitesh Shah, from our European Research team at WisdomTree discussed commodities with hosts Liqian Ren (from WisdomTree USA) and Wes Gray (from Alpha Architect). Geetesh and Nitesh (yes, their names rhyme and Wes had a lot of fun with that) both have many years of experience in commodity research and shared their thoughts on commodities as an asset class.

Geetesh sets the scene, highlighting how one of the oldest alternative financial asset classes offers a link to the real economy, allowing investors to relate changes supply and demand to price. He offered insights into how you practically invest in commodities without stockpiling your favourite grains in your basement! The two experts describe how the shape of a commodity futures curve can impact a commodity investment. They highlight how hedgers and speculators operate in a futures market and the importance of their symbiotic relationship. To hear more on their views on the OPEC policy decision taken a few hours before the show or their thoughts about financialization of commodities and more, please click on the link below.