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 returns of any fund managed by any such entities.

The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss.

Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors.

Past performance is no guarantee of future results.

Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

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 or the performance returns of any fund managed by any such entities.

The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss.

Commodity trading is highly speculative and involves a high degree of risk.

Commodities and futures generally are volatile and are not suitable for all investors.

Past performance is no guarantee of future results.

Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

'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 or the performance returns of any fund managed by any such entities.

The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss.

Commodity trading is highly speculative and involves a high degree of risk.

Commodities and futures generally are volatile and are not suitable for all investors.

Past performance is no guarantee of future results.

Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

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 affiliates or the performance returns of any fund managed by any such entities.

The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. 

Commodity trading is highly speculative and involves a high degree of risk. 

Commodities and futures generally are volatile and are not suitable for all investors. 

Past performance is no guarantee of future results.

Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

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 the performance returns of any fund managed by any such entities.

The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. 

Commodity trading is highly speculative and involves a high degree of risk. 

Commodities and futures generally are volatile and are not suitable for all investors. 

Past performance is no guarantee of future results.

Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

 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 by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.

 The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

 Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. 

Commodity trading is highly speculative and involves a high degree of risk. 

Commodities and futures generally are volatile and are not suitable for all investors. 

Past performance is no guarantee of future results.

 Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

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 provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.

 The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

 Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. 

Commodity trading is highly speculative and involves a high degree of risk. 

Commodities and futures generally are volatile and are not suitable for all investors. 

Past performance is no guarantee of future results.

 Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.

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 services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.

 The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

 Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. 

Commodity trading is highly speculative and involves a high degree of risk. 

Commodities and futures generally are volatile and are not suitable for all investors. 

Past performance is no guarantee of future results.

 Ryan Katz is a Registered Representative of Alps Distributors, Inc.

ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.