Don Casturo

Don Casturo, CIO at Quantix Commodities LP, known for developing innovative commodity indices, joins Kristof Gleich, President & CIO at Harbor Capital, who partners with boutique managers for strong returns. They discuss the evolving landscape of commodity investments, highlighting the flaws in traditional indices and the need for adaptive strategies. The impacts of AI on demand and pricing are explored, along with the importance of diversification in portfolios. Prepare for insightful discussions on navigating economic shifts and maximizing returns!

Don Casturo, Founder and CIO at Quantix Commodities, brings his expertise in commodity markets to discuss effective hedging strategies against inflation. He analyzes the lasting impact of government spending amidst recession risks and decarbonization efforts affecting oil production. The conversation also covers the complexities of inflation dynamics, the performance of various commodities, and investment challenges in this environment. With a focus on diversification, Casturo emphasizes the necessity for specialized knowledge in navigating the current inflationary landscape.