Podcast
The Real Spiel
Hosted by Katie Rooney and Maya Lowry · EN
Real talk about real assets. Join USCF Investments as we get real about commodities and financial markets.
11episodes
Episodes
Newest firstAll episodes
Inflation & the Global Supply Chain Puzzle
Nov 13, 202400:08:12Tap to summarizeWhat if inflation isn't just a thing of the past? Despite a recent period of low rates, inflation remains a pivotal factor for your financial portfolio. With influences ranging from geopolitical tensions to budget deficits, the landscape is far from predictable. Inflation's past and future might continue to impact bonds, equities, and commodities, making it more relevant than ever for investors to stay vigilant.Disclosure:The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Maya Lowry and Katie Rooney are Registered Representatives of Alps Distributors, Inc.The views and commentary provided by Kurt Nelson as the managing partner of SummerHaven Investment Management, LLC ("SummerHaven") and provided by any other principal of SummerHaven reflect their personal opinions, viewpoints and analyses and are not the views of USCF Investments, Inc. or its affiliates. Such views and commentary should not be regarded as investment advice or a description of advisory services provided by USCF Investments, Inc., SummerHaven Investment Management, LLC or their affiliates or the performance returns of any fund managed by any such entities.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven, member FINRA.Thank you for listening!
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Geopolitics & Commodities
Nov 1, 202400:10:05Tap to summarizeGlobal tensions War, drought, political events among a myriad of other global tensions easily affect the output of commodity producing countries worldwide. How do we navigate commodities with heightened geopolitical risk?Disclosure:The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Kevin Baum, Maya Lowry, and Katie Rooney are Registered Representatives of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments, member FINRA.Thank you for listening!
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Commodities, Rates & Indexes
Sep 10, 202400:09:08Tap to summarizeUSCF opened its doors in 2006 to make investing in commodity futures accessible to every investor. Why should an investor consider commodities and how do they relate to other asset classes and economic indicators.Disclosure:The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Maya, Lowry, John Love and Katie Rooney are Registered Representatives of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments, member FINRA. Thank you for listening!
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Lower & Low
Mar 27, 202400:09:44Tap to summarizeInflation is lower, inventories are low. What does that mean for commodities?Disclosure:The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities. The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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Inflation: A Tale of Two Canals
Mar 20, 202400:10:41Tap to summarizeWill the supply chain disruptions on opposite sides of the world have the last word on inflation?The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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Softs: Overlooked & Misunderstood
Mar 7, 202400:08:37Tap to summarize'Softs' led the pack in commodities last year, why doesn't anyone talk about them?The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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Metals & the Clean Energy Transition
Jan 28, 202400:13:18Tap to summarizeIf the renewable energy transition is a mega trend, why have we've seen weakening in metal prices?The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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Fundamentals of Commodities
Jan 9, 202400:08:46Tap to summarizeHow should investors think of fundamentals when it comes to commodities as an asset class? The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities.The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results.Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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Are We in the Early Innings of A Commodity Super Cycle?
May 30, 202300:07:25Tap to summarizeIn the last 120 years, there have been five instances where commodity prices have rallied for a period of 10 years following a trough in commodity prices. Is this the next Super Cycle?The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities. The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results. Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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Inventories Tell The Story
Mar 15, 202300:10:29Tap to summarizeCommodity inventories are historically low across the board and demand is rising. The problem is production and supply can't respond quick enough and there are no short cuts. So now what?The commentary provided during this podcast reflects the personal opinions, viewpoints and analyses of the participants providing such comments, and should not be regarded as a description of advisory services provided by USCF Investments or its affiliates or SummerHaven Investment Management or its affiliates or the performance returns of any fund managed by any such entities. The views reflected in the commentary are subject to change at any time without notice. Nothing said during this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Past performance is no guarantee of future results. Ryan Katz is a Registered Representative of Alps Distributors, Inc.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.Thank you for listening!
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