Starting in 2 Hours: Why 2026 Could Be the Year for Commodities
If you’ve been waiting for a clean, macro-driven setup that can matter across portfolios, commodities may be one of the most important conversations to have heading into 2026.
We go live in two hours for a CE credit-approved webinar on why 2026 could be a pivotal year for commodities, with a focused discussion on gold, platinum, and what a commodity-friendly backdrop could mean for broader markets.
👉 Register here (takes ~30 seconds):
https://us06web.zoom.us/webinar/register/WN_h9AfEjN0SXu4_dY2GLrJDg
Why this matters now
Commodities tend to reassert themselves when markets transition—when investors are forced to re-price inflation risk, policy uncertainty, supply constraints, and shifting global demand. In other words, when the easy assumptions stop being so easy.
Heading into 2026, several forces appear to be converging in ways that can put real assets back in the driver’s seat:
The inflation narrative is evolving, and markets are increasingly sensitive to anything that pressures input costs.
Policy and geopolitics matter again, and commodities are often the transmission mechanism.
Supply is not always flexible, especially in metals, where years of underinvestment can show up at the worst time.
Diversification is getting harder, which is exactly when investors tend to revisit assets that behave differently than stocks and bonds.
This isn’t about hype. It’s about recognizing when the regime might be shifting.
Gold and Platinum: Two different stories, one powerful theme
Gold remains a core macro asset—often reflecting investor confidence (or lack of it) in policy, currencies, and financial stability. When uncertainty rises, gold frequently re-enters the conversation as a portfolio stabilizer.
Platinum is different. It’s more tied to industrial dynamics, supply constraints, and shifting demand trends. That combination can create sharp inflection points when conditions align.
One of the goals of this session is to frame how these metals differ, how they can complement each other, and what signals to watch as 2026 approaches.
What we’ll cover in the live session
The macro case for a commodity-friendly 2026
Why gold and platinum deserve separate frameworks
What a commodity turn could mean for risk assets and market leadership
Key signposts to monitor so you’re not late to the move
Live Webinar Details
Topic: Why 2026 Will Be the Year for Commodities
Speakers: Michael A. Gayed, CFA (The Lead-Lag Report) and Will Rhind (GraniteShares)
Time: Today, 12:00–1:00 PM ET (starting in two hours)
CE Credit: Approved by the CFP Board
Sponsor: GraniteShares
👉 Register now:
https://us06web.zoom.us/webinar/register/WN_h9AfEjN0SXu4_dY2GLrJDg
I will have to leave session early today - will there be a recording available?