Skip to main content
Brock Smusiak

Brock Smusiak

Director, ETF Consultant at BMO Global Asset Management (BMO ETFs) and CFA charterholder based in Ontario, Canada.

Sep 28, 2026

7:46
Taking that kind of longer view lens, what do you think the risks are going forward from an inflation and inflation volatility perspective?
7:55
Yeah, so look, no one knows the future, so we can't say for sure that this will persist.
7:59
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.
8:06
So one of the things I've been bringing up to advisors is our head of ETF and alternative strategy, Bipin Rai.
8:12
He put out a really great article called Commodities Reconsidered from Tactical Trade.
8:19
to structural allocation.
8:20
And in it, he provides a really good summary of why this inflation problem could persist and be structural.

11 MINS LATER

19:49
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?
13:03
Taking that kind of longer view lens, what do you think the risks are going forward from an inflation and inflation volatility perspective?
13:12
Yeah, so look, no one knows the future, so we can't say for sure that this will persist.
13:16
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.
13:23
So one of the things I've been bringing up to advisors is our head of ETF and alternative strategy, Bipin Rai.
13:30
He put out a really great article called Commodities Reconsidered from Tactical Trade.
13:36
to structural allocation.
13:38
And in it, he provides a really good summary of why this inflation problem could persist and be structural.

11 MINS LATER

24:36
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?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.