Jim Wiederhold of Bloomberg breaks down the commodities sector's performance in 2026, saying institutional investors are becoming increasingly interested in the industry as countries around the world hone in on resource security.

"Commodities have definitely re-emerged as a strategic asset allocation," he said. "The industrial metals story has strengthened. Gold has come off, but it still refuses to step aside from the conversation. And then supply security is the big new investment theme over the last year and a half that's only strengthened with what we've seen so far in 2026."

This interview was filmed on June 22, 2026.

0:00 - Intro

0:18 - The security narrative

1:48 - Energy, copper in focus

4:24 - Oil higher for longer?

6:17 - Stagflation in the US?

8:23 - Gold's key price drivers

11:03 - Watch aluminum, silver

14:02 - New commodities era?

16:16 - Commodities vs. AI

18:57 - Strategic allocations

19:42 - Outro

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