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Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433

The Meb Faber Show - Better Investing

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Commodity Prices - The Biggest Driver

We don't really view commodities as an assi class, boring extreme economic shocks or massife currencyvalue tions. And a this multi factor very complicated, but as you look it's sort of like the main drivers. So coppermost, and then something like desil after that, and other metals, or the drivers n they ar the ones that we worry and focus on. Rather than your being the single biggest driver for each one, it's some aspect of,. for a time period economic demand we owe t and your sensitivity to it.

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