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Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
Description
The cyclical rotation of asset markets is ongoing and
the Manufacturing sector seems to be improving by the month.
The consensus is getting very upbeat on the US
growth picture but what about China and Europe?
Is the Rest of the World ready to beat expectations
and do you own enough commodities in case?
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Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/
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