Commodities to Know: Rare Earths in Your Portfolios

In this episode of Zephyr's Adjusted for Risk Podcast, we dive into the world of commodities, focusing particularly on rare earth metals. Host Ryan Nauman welcomes Andrew Musgraves, a Senior Product Manager at VanEck, who shares his expertise on rare earth minerals. Learn about the differences between precious metals, strategic metals, and rare earth metals, and discover the critical role rare earths play in modern technology, national security, and clean energy. The discussion also covers the supply chain dynamics, geopolitical impacts, and investment strategies for incorporating rare earth metals into investment portfolios. Sponsored by Zephyr, this episode provides valuable insights for financial advisors and anyone interested in the future of technology-driven commodities. Zephyr can help financial advisors create modern diversified portfolios: https://informaconnect.com/zephyr/ass... Learn more about VanEck: https://www.vaneck.com/us/en/ 00:00 Introduction and Welcome 00:24 Spotlight on Rare Earth Metals 01:05 Meet the Expert: Andrew Musgraves 03:02 Understanding Precious, Strategic, and Rare Earth Metals 05:51 Investment Rationale for Rare Earth Metals 08:17 Supply and Demand Dynamics 13:21 Geopolitical Impacts on Rare Earth Markets 16:11 Global Efforts to Diversify Supply Chains 18:32 Incorporating Rare Earth Metals into Portfolios 24:36 Conclusion and Resources Connect with Ryan Nauman: LinkedIn: Ryan Nauman:   / ryannauman1   X: Ryan Nauman:   / lktahoebadger