Episode Details
Back to EpisodesThe Big Rotation
Season 4
Episode 32
Published 4 years, 7 months ago
Description
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.