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Yields, Car Tech, Bank Earnings, and ETFs (Podcast)

Bloomberg Intelligence

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Commodity ETFs - What's Your Competition?

Vanneck is about half resource assets, 25 to 30 percent financial assets. It has a commodities strategy fund and an actively managed commodity ETF that just recently launched. The war between Russian Ukraine took the inflation problem from one trajectory to another. "Once you have massive commodity producers and their powerful allies at odds with each other, the structural imbalances are likely to live on for an extended period"

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