Masters in Business · Wednesday, July 22, 2026
Sal Gilberti suggests that investors should consider strategic allocations to commodity ETFs like WAT, especially when wheat prices are historically low, typically around a dollar a bushel more than corn. He posits that such investments can act as a hedge against food inflation and geopolitical turmoil, offering potential upside as supply disruptions historically lead to price spikes.
“So I think that it's a strategic allocation. It's something that you move money into when prices are low, and you you know it's in the headlines. When you run out of food, it's not going to be lost in your portfolio and the price w spike. It's you've got a one percent allocation or corn or wheat or whatever it is, and all of a sudden it's two percent. When you look at your rebalance quarterly, you know you take some.”
“Action really interesting. So to wrap up, investors looking to hedge against the cost of food inflation, against geopolitical turmoil, against exposure to other asset classes that are all fairly correlated might want to consider commodity etf such as wheat.”