In this episode of ETF Spotlight, Hakan Kaya breaks down how investors can use commodities to hedge inflation, diversify risk, and capture emerging opportunities.
00:00 Introduction
00:21 Case for commodities now
01:41 What counts as commodities + best opportunities
03:03 How to think about risk
05:22 ETF positioning today
07:06 Portfolio allocation for commodities
09:01 Is it too late to invest
11:40 Commodities vs stocks in AI trade
14:49 Rapid Fire: Add now or wait
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