Season 4 · Episode 32
QAV S04E32 — The Big Rotation
QAV Investing Podcast (Free Edition)
August 10, 202133m 43s
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Show Notes
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.