Lead-Lag Live

Jake Hanley and Sal Gilberti on Commodity Trading Dynamics, Agricultural Stability, and Strategic ETF Innovations


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Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the looming possibility of Donald Trump's re-election in 2024, they offer an analysis of potential tariff strategies and their impact on U.S. trade relations with global competitors like China. Gain a deeper understanding of how America's strategic advantages—such as its reserve currency status and natural resource wealth—play into market trends and shape investment strategies as we project towards 2025.

Discover the vital role of non-correlated returns in agriculture as we face a shifting bond market landscape. With traditional investment models feeling the strain, the pursuit of diversification becomes paramount. Hear how the Tucreum Agricultural Fund Benchmark Index exemplifies stability during market corrections, demonstrating agriculture's potential as a diversification tool. Jake and Sal shed light on the composition of the agricultural index, featuring staples like corn, soybeans, wheat, and sugar, and discuss these commodities' dynamic role in shaping the agricultural market and offering non-correlated returns in volatile economic times.

Get ready for the launch of an innovative broad-based ETF commodities model that promises diverse exposure to commodities ranging from oil and natural gas to gold and coffee. We delve into how this model aims to outperform broad market indices by strategically managing commodity exposure. With unique offerings that include metals like gold, silver, and copper, this model provides a comprehensive avenue for investors seeking single commodity exposure without the intricacies of futures markets. As we draw our session to a close, we extend gratitude to Jake, Sal, and our engaged audience, inviting you to revisit the insights via the Lead Lag Report YouTube channel.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or othe

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Lead-Lag LiveBy Michael A. Gayed, CFA

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