Gold as an investment

Talk Your Book: Hedging the Different Types of Inflation

Oct 1, 2022

Posted June 6, 2022 by sean

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 nickel situation
  • How commodity indexes work
  • Quantix’s investment process

Listen here:

Links: 

  • All-Weather Inflation Focus ETF overview
  • All-Weather Inflation Focus ETF Factsheets
  • Quantix Commodities investment approach
  • Quantix Commodities insights
  • Harbor multi-asset solutions

Charts: 

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