Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)Date: 5/11/2026Podcast: Capital Allocators – Inside th...Capital Allocators – Inside the Institutional Investment Industry↗Barbell SummaryShow NotesShare episodeInsightsTranscriptSegmentsPlay episodeChatChat with transcriptBullish:$COMMODITIES - Derek identifies a commodity super cycle and is actively building a multi-PM commodity complex to capture this opportunity.“We're in a commodity super cycle. I would like to have a multi PM commodity complex.”Derek·49:20Search across episodes