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 tran…
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