It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when just about everything was selling off, commodities went on a bull run. It’s a highly volatile sector, exposed to just about every macroeconomic variable, so investing in it takes a unique skill set.      

In tomorrow's episode of the Rules of Investing, I sit down with Luke Smith from Ausbil Investment Management. Luke runs Ausbil’s global resources fund. We cover:

- how he's investing in the energy transition;

- the long-term macro anchors he employs to deal with short-term volatility;

- and he also takes us through a sector set for 10x growth over the next ten years.