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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Difficulty of Predicting Things

Inflation is approaching 2% year on year, but clearly not shrinking back to where we were. Some of those forces I don't think they've been fixed if anything in terms of the natural resource industry. The factor we're raising rates and tightening monetary conditions if anything is just made access for capital very difficult.

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