Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501) – Capital Allocators – Inside the Institutional Investment Industry
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$COMMODITIES— Derek identifies a commodity super cycle and is actively building a multi-PM commodity complex to capture this opportunity.