Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live
About this episode
Alex Shahidi discusses the advantages of commodity producer equities as an inflation hedge in modern portfolios.
Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflation-hedging equity sleeve inside a modern balanced portfolio. Alex makes the structural case for owning commodity producer equities rather than commodity futures — the tax efficiency, the equity risk premium layered o...
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