Commodities as inflation protection: Why your portfolio needs real assets
Commodities are the most direct hedge against inflation. 0.82 correlation to money supply. Learn how to build your portfolio to be inflation-proof.
- How to apply the core concepts from this article to your financing strategy
- Which concrete steps you can take next — practical and actionable
- Why this knowledge gives you a measurable advantage in raising capital
Commodities as protection against inflation: The scientific basis
Huber analyzes the correlation between money supply and raw material prices (Figure 72, 73). The result: Commodities are the most direct inflation hedge.
Commodities beat stocks in inflation
In both inflationary phases (stagflation 1970-82 and commodity boom 1990-2008), commodities massively beat stocks.
Daniel Huber, M.A. — Hochschule Mainz, 2020 | Betreut von Prof. Dr. Arno Peppmeier
13.174 Wörter · 92 Abbildungen · 39 Tabellen · Markowitz-Effizienzlinienanalyse
What you now know — and how to use it
- You know the core concepts and can apply them directly to your situation
- You know which mistakes to avoid — saving you time and capital
- You understand how this building block fits into your overall strategy
Sources & Further Reading
This article is based on a review of leading expert literature and curated primary sources from the CANVENA source matrix — more than 60 core books and 120 online resources across all relevant fields from capital intelligence, family office, strategy and valuation.
Books
- Lords of Finance — , Penguin Press.
- This Time Is Different — , Princeton University Press.
- The End of Alchemy — , W.W. Norton.
- Manias, Panics, and Crashes — , Wiley.
Online Resources & Industry Reports
- IMF Research — International Monetary Fund
- ECB Working Papers — European Central Bank
- BIS Publications — Bank for International Settlements
Links are recommendations, not affiliated.
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