
Brock Smusiak
Director, ETF Consultant at BMO Global Asset Management (BMO ETFs) and CFA charterholder based in Ontario, Canada.
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Sep 28, 2026
E333 – Best of: How Do You Build an Inflation-Resilient Portfolio?
7:46
7:55
7:59
8:06
8:12
8:20
19:49

Hilly CutlerHOST
Taking that kind of longer view lens, what do you think the risks are going forward from an inflation and inflation volatility perspective?

Brock SmusiakGUEST
Yeah, so look, no one knows the future, so we can't say for sure that this will persist.

Brock SmusiakGUEST
But what we're trying to point out to investors is that the risks are pointing in that direction, more so than they have in quite a while.

Brock SmusiakGUEST
So one of the things I've been bringing up to advisors is our head of ETF and alternative strategy, Bipin Rai.

Brock SmusiakGUEST
He put out a really great article called Commodities Reconsidered from Tactical Trade.

Brock SmusiakGUEST
And in it, he provides a really good summary of why this inflation problem could persist and be structural.
11 MINS LATER

Zayla SaundersHOST
So if people are thinking about inflation protection, and now you've alluded to how important commodity exposure is and true commodities, not just a commodity company, what are some ETFs or options that people can look into for this?
E319 – How Do You Build an Inflation-Resilient Portfolio?
13:03
13:12
13:16
13:23
13:30
13:38
24:36

Hilly CutlerHOST
Taking that kind of longer view lens, what do you think the risks are going forward from an inflation and inflation volatility perspective?

Brock SmusiakGUEST
Yeah, so look, no one knows the future, so we can't say for sure that this will persist.

Brock SmusiakGUEST
But what we're trying to point out to investors is that the risks are pointing in that direction, more so than they have in quite a while.

Brock SmusiakGUEST
So one of the things I've been bringing up to advisors is our head of ETF and alternative strategy, Bipin Rai.

Brock SmusiakGUEST
He put out a really great article called Commodities Reconsidered from Tactical Trade.

Brock SmusiakGUEST
And in it, he provides a really good summary of why this inflation problem could persist and be structural.
11 MINS LATER

Zayla SaundersHOST
So if people are thinking about inflation protection, and now you've alluded to how important commodity exposure is and true commodities, not just a commodity company, what are some ETFs or options that people can look into for this?