『The Oil ETF That Lost 86% While Oil Went Up | Complete Guide to Investing Part 4: Commodities』のカバーアート

The Oil ETF That Lost 86% While Oil Went Up | Complete Guide to Investing Part 4: Commodities

The Oil ETF That Lost 86% While Oil Went Up | Complete Guide to Investing Part 4: Commodities

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2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

An oil ETF lost 86% while oil prices rose 50%. How is that possible? In Part 4 of the Complete Guide to Investing, I break down every major commodity with 125 years of return data. Gold at $5,300 with JP Morgan calling $6,300. The copper story nobody is talking about. And why this is the only asset class that quietly works against you over time. Same volatility as stocks. 600 basis points less return.

Podcast Notes:

  • The USO/contango trap is your strongest hook. Lead with it.
  • Gold section is the meatiest. Worth flagging that gold at ~$5,300 (filmed early March) may have moved by the time this airs. Consider a quick verbal note if it's significantly different.
  • The copper/AI data center angle (27 tonnes per megawatt, 50,000 tonnes per hyperscale facility) is the most forward-looking and shareable segment.
  • Source audit is clean. All claims traced to named sources (CFA Institute, JP Morgan, World Gold Council, S&P Global, WisdomTree, DFA).
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