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Energy Copper and Gold ETFs and a World Running Out of Slack with Tony Dong
When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and advisors—need to rethink everything.
🎙️ Episode Summary
In this wide-ranging deep-dive, host Pierre Daillie welcomes back Tony Dong, Founder of ETF Portfolio Blueprint, to pressure-test the most common misconceptions about commodities investing.
Rather than treating commodities as volatile, short-term trading instruments, Tony reframes them as strategic portfolio diversifiers—assets whose value lies in low correlation, structural supply constraints, and long-term geopolitical realities…
The skinny
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