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
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