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QAV S04E32 — The Big Rotation

QAV Investing Podcast (Free Edition)
QAV Investing Podcast (Free Edition)
Episode • Aug 10, 2021 • 33m
Today Tony is talking a lot about commodity prices and what their decline means for our portfolio. Iron ore, gold, copper and platinum are all in decline. We also talk about the “Dogs of QAV” model, SKT, RIO, CBA, DSK, Superhero's performance issues, and explain what a “Josephine” is.