10.3 C
New York
Wednesday, April 17, 2024

Talk Your Book: Hedging the Different Types of Inflation

 

Talk Your Book: Hedging the Different Types of Inflation

Courtesy of Michael Batnick

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: 

Charts: 

   

Follow us on FacebookInstagram, and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Subscribe here:

 

Subscribe
Notify of
0 Comments
Inline Feedbacks
View all comments

Stay Connected

157,360FansLike
396,312FollowersFollow
2,290SubscribersSubscribe

Latest Articles

0
Would love your thoughts, please comment.x
()
x