Investment Uncut: Chris Watling - Are commodities the missing piece in today’s portfolios?

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Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, geopolitics, and changing investor sentiment. With so much flux, can commodities still serve as an effective diversifier in a global portfolio? 

In this episode of investment uncut, we speak to Chris Watling, CEO and Chief Market Strategist at Longview Economics, to unpack where we are in the commodity cycle, whether talk of a new “supercycle” is justified, and how investors should approach commodities today. We discuss misconceptions, the impact of global tensions on trade flows, and where the biggest opportunities and risks may lie over the next few years. 

What’s one thing you would like listeners to take away?

• “We are in a new commodity super cycle and within super cycles, you rotate between commodity sections and groups. Commodities in aggregate will be a great diversifier over the next 10 years.” 

Any recommendations?

• The golden constant by late Roy W. Jastram, formerly Professor of Business, University of California, Berkeley, US. 
• 1929: The Inside Story of The Greatest Crash in Wall Street History by Andrew Ross Sorkin. 
• The Great Crash 1929 by John Kenneth Galbraith.