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QAV S04E32 — The Big Rotation

EPISODE · Aug 10, 2021 · 33 MIN

QAV S04E32 — The Big Rotation

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

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.

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QAV S04E32 — The Big Rotation

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