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SI340: ETFs, Size, and the Commodity Problem ft. Alan Dunne

Top Traders Unplugged

CHAPTER

Navigating Commodity Cycles and Market Dynamics

This chapter investigates the interplay between commodity super cycles and monetary system changes, signaling potential market shifts. It analyzes current trends in investment strategies amidst volatility, particularly focusing on the performance of various assets in the commodity sector and the stock market's evolution over time. Additionally, it addresses the critical challenges faced by pension funds and the implications of historical drawdowns on investment strategies.

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