Talk Your Book: Hedging the Different Types of Inflation
The Irrelevant Investor
JUNE 5, 2022
Today’s Talk Your Book is brought to you by Harbor Capital: We had Don Casturo, Founding Partner and CIO of Quantix Commodities, and President and CIO of Harbor Capitals Kristof Gleich on the show to talk about their All-Weather Inflation Focus ETF. On today’s show we discuss: Where we are in the commodity cycle What is driving inflation today Why supply isn't coming back online as quick Timing the energy transition Why gold is underperforming The complexities of investing in commodities The nic
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