Commodities, Rates, and the Repricing of Scarcity

Summary

In this episode of Lead‑Lag Live, Will Rhind, founder and CEO of GraniteShares, explains why platinum is experiencing a resurgence due to a structural supply deficit and the waning of peak‑ESG assumptions, while gold continues to hit new highs but remains under‑weighted in traditional 60/40 portfolios. He highlights the shifting platinum‑to‑gold ratio as a valuation lens, underscores China’s growing demand for hard assets, and contrasts physical‑backed ETFs with mining equities for exposure. Rhind also introduces the COMB ETF as a diversified, K‑1‑free way to access the broader commodity market and discusses volatility management strategies for advisors.