The Real Spiel

Hosted by Katie Rooney and Maya Lowry

Business Investing

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Episodes

Latest episode

Nov 2024

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EN-US

About the show

Real talk about real assets. Join USCF Investments as we get real about commodities and financial markets.

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30 recent

November 13, 2024Episode 38 min

Inflation & the Global Supply Chain Puzzle

What 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!

November 1, 2024Episode 210 min

Geopolitics & Commodities

Global 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!

September 10, 2024Episode 19 min

Commodities, Rates & Indexes

USCF 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!

March 27, 2024Episode 59 min

Lower & Low

Inflation 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!

March 20, 2024Episode 410 min

Inflation: A Tale of Two Canals

Will 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!

March 7, 2024Episode 38 min

Softs: Overlooked & Misunderstood

'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!

January 28, 2024Episode 213 min

Metals & the Clean Energy Transition

If 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!

January 9, 2024Episode 18 min

Fundamentals of Commodities

How 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!

May 30, 2023Episode 67 min

Are We in the Early Innings of A Commodity Super Cycle?

In 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!

March 15, 2023Episode 510 min

Inventories Tell The Story

Commodity 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!