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Don't buy commodity indices!

We had such a good, exchange-wide discussion on "the dollar" thanks to @Weston Nakamura and @Jack Farley taking up the mantle after my last video,  I thought we could now approach commodity exposure. With the reflation trade all the rage, how can we best get involved?

I think broad commodity indices are a poor trading vehicle and in the video I detail why? I offer some suggestions for better options. 

What is your preferred way to gain commodity exposure and why? 

https://youtu.be/Fz1YVhS-Mac

The Macro Cafe. Episode #3

Trends remain established, Bitcoin a big winner, asset rotations, sector rotations. 

https://youtu.be/TVabCD0Dvx8

Clean Energy

4 days ago I posted charts of several clean energy ETFs that had bullish price action on rising volatility. Here is the link: https://exchange.realvision.com/post/clean-energy-5ffd15d42c1a8734fa2823b3

These ETFs just had a minor sell-off which was likely. Notice I do not say that I knew there would be a sell-off. I am just looking at the things that would put the risk and reward in my favor. 

So let's say I am bullish on clean energy from some sort of fundamental perspective. This is such a great example of how I would wait for a little bit to take a position. Especially with the new "blue wave" narrative going, clean energy likely has some upside. However, I want to see volatility decreasing, bullish price action and several other indicators before I take a position. 

This is really helpful to minimize the potential initial draw down in taking a position. 

SILVER - SUPPLY & DEMAND (1990-2025)

I am admittedly late on this my fellow RVEx-ers but here it be (flagrant violation of the King's English). 
 
I was listening to they 2020 year-end @MacroVoices podcast in which @PatrickCeresna asked @ErikSTownsend, @RonStoeferle and @ttmygh to offer investment ideas. Silver came up and a question as to how much of demand is devoted to green solar panel manufacture. Below is supply and demand, from 1990 to 2025; you're welcome.
 
However, I caution everyone lest they chisel these solar panel numbers into the stone masonry of their investment portfolios.  Photovoltaic manufacturing is intensely political and this forecast can be upended dramatically by a 'random' large-economy government decision.  The 2000-20 solar panel story was entirely driven by Germany (and Spain), Japan and China with perfectly-timed subsidies that kept the industry afloat just as one government dropped off (because it was too expensive to continue).
 
The boom has stalled because China has culled its subsidy bonanza and no other government has stepped into the free-money breech.  But, one does not need to be the most imaginative investor to envision a future whereby a 'Green New Deal' subsidizes solar panel manufacture to a degree that would make even farmers blush.