Volatility and Returns
Colin discusses the annualized volatility of certain commodities, likening it to a moderately volatile single stock equity. He highlights the unique stability of the California market over the past decade, emphasizing that despite recent increases in volatility, the potential returns make these investments attractive. The conversation underscores the importance of time horizons in assessing risk and return in the investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
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