Episode 1398: Commodity investing in the age of deglobalization and disrupted supply chains
About this episode
Bob Minter discusses core asset classes in commodity investing and the current investment opportunities amid deglobalization and supply chain disruptions.
What are the core asset classes within the commodity investing space? Are we entering a new commodity supercycle? What supply constraints are creating the biggest investment opportunities today? Bob Minter, director of ETF investment strategy at Aberdeen Investments, where he oversees the firm’s commodities and ETF investment approach, addresses those and other commodity investing issues during this episode. (07/2026)
People in this episode
Guest: Bob Minter
Topics covered
- commodity investing
- deglobalization
- supply chains
- investment opportunities
- commodity supercycle
Keywords
- commodity investing
- supercycle
- supply constraints
- investment opportunities
- ETF investment strategy
Mentioned in this episode
Organizations: Aberdeen Investments
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