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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