Co-founder and CEO of ETP provider Boost ETP Nik Bienkowski looks at the burgeoning ETP market over the last 20 years.

HAI contributor Nik Bienkowski surveys the hottest market in the commodities space: agriculture.

• Tight supply and rising demand: a detailed look at the data
• Why the supercycle makes sense for Ags
• The "Chindia" effect

Which hard assets will protect you in hard times and which soft assets will cushion your portfolio in today's climate?

• Gold may rise, while oil falls
• Outlook for softs improves
• A close look at subsector correlations

A conflux of factors – ranging from global warming to rich Chinese citizens eating more meat – is conspiring to drive up soybean prices long-term.

• Fundamental, long-term changes in the market
• Entire market exposed to disease, weather
• The outlook of 2008

Bienkowski lays out the case for why investing at different points on the oil future curve makes sense for different kinds of investors.

• The importance of futures
• Different horizons, different returns
• Deviations in standard deviation

Commodities still work when it matters most: when the markets stumble.