AI Summary
5 min read🎙️ The Voices & The Context
- The Format: Casual yet professional interview podcast episode, with hosts introducing the topic, chatting briefly, then diving into a structured discussion with the guest.
- The Key Players:
- Hosts: Michael Batnick and Ben Carlson, co-hosts of Animal Spirits, finance bloggers and Ritholtz Wealth Management pros known for witty takes on markets, life, and investing; their banter kicks off with commodity trend-following insights.
- Guest: Greg Sher, Managing Director and Portfolio Manager on Pimco's real assets team, expert in commodities with 25+ years experience; fascinating for bridging Pimco's bond macro fame to active commodity strategies.
- The Vibe: Educational and optimistic, blending technical investing talk with big-picture macro narratives—engaging for finance nerds, less "fun" but packed with "aha" water cooler facts on gold rallies and AI demand.
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What you'll learn
- 1 (00:00) **🎙️ Introduction: Greg Sher**
- 2 (02:20) **Overview of CMDT Fund Structure**
- 3 (05:01) **Portfolio Composition and Collateral Management**
- 4 (07:08) **Gold's Performance and Future Outlook**
- 5 (10:12) **Active Management Edge vs. Passive Indexes**
- 6 (14:42) **Why Commodities Are Rallying Now**
- 7 (19:15) **Commodities and Equities Co-Moving**
+ Full timestamped outline available in the app
Show Notes
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Sharenow from PIMCO to discuss: the boom in real assets, the role of momentum in trading commodities, how to gain exposure to real assets and more.
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
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