The Real Spiel with Ryan & Kurt

Ryan Katz, Kurt Nelson

Real talk about real assets. Join Ryan Katz from USCF Investments and Kurt Nelson from SummerHaven Investment Management as they get real about commodities and financial markets. read less
BusinessBusiness

Episodes

Are We in the Early Innings of A Commodity Super Cycle?
May 30 2023
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.
Inventories Tell The Story
Mar 15 2023
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.
Inflation:  The Fed's Ride or Die
Mar 1 2023
Inflation: The Fed's Ride or Die
Inflation is on its way down but that doesn't ensure that we that the ride is over.  Interest Rates will play a major role while leading economic indicators continue to give mixed signals.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.
A Crumbling Breadbasket
Feb 13 2023
A Crumbling Breadbasket
We need shelter, we need food, and we need water.  With the worlds breadbasket under attack since early last year, supply of wheat  has been devastated while other grains like soybeans and corn have had their own inventory issues.  What will happen this year?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.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.
Metals for the Win?
Jan 30 2023
Metals for the Win?
Our increasing demand on industrial metals will prove to be challenging to supply, but what metal will win the race to sustainability?  Just how much will inventory drive the price of the metals needed for electric vehicles, solar and wind energy and upgrades to the electricity grids?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.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.
Can You Predict the Future?
Nov 9 2022
Can You Predict the Future?
Understanding the commodity value proposition can help investors allocate across the spectrum of attractive liquid assets without feeling as though they are peering into a crystal ball searching for answers.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.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.
Commodities:  A China Story?
Nov 2 2022
Commodities: A China Story?
Over the last several decades commodity prices have been closely tied to China and its increasing demand for natural resources.  Recently there has been a slowdown in China's population growth and a decline in their GDP while commodities have continued to do well.  What else could be influencing commodity 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.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.
Commodity Supply Shortages:  Will We Have Enough?
Oct 17 2022
Commodity Supply Shortages: Will We Have Enough?
Six months into Russia's war on Ukraine the effects on commodity supplies are being felt around the world.  Additionally, the climate crisis is creating further supply shortages as countries struggle to fill the deficit.  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.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.
Where Do We Go From Here?
Oct 4 2022
Where Do We Go From Here?
Turns out inflation isn't transitory and we are surrounded by it.  Whether its core inflation, wage push inflation or another variety under examination, the one thing we know is that the feds response will be data driven.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.ALPS Distributors, Inc. is not affiliated with USCF Investments or SummerHaven Investment Management, member FINRA.
What In The World? Unexpected Inflation & It's Impact
Jun 27 2022
What In The World? Unexpected Inflation & It's Impact
If we’ve learned anything from the last few years, it’s that you cannot predict the future.  In 2022, we are faced with a land war in Europe, worldwide food scarcity, the highest inflation in decades and so much more.  As fear and interest rates soar, what can we do to cushion the landing?*The season finale is a special collaboration with ETF Guide.  To see a special video version of this episode, please tune into  https://www.youtube.com/c/etfguide or visit https://www.uscfinvestments.com/insights.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.ALPS Distributors, Inc., member FINRA.
The Long-Term Value of Commodities
May 9 2022
The Long-Term Value of Commodities
Commodities and equities have historically had similar returns and volatility yet commodities as an asset class seem to be overlooked.  Investors were interested in commodities up until the financial crises when they performed very well.  Over the past 10 years, many investors have doubled down on equities and largely forgotten commodities. Recently, commodity performance has investors looking at the asset class again. How can history be a guide?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.ALPS Distributors, Inc., member FINRA.