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Behind The Markets Podcast: John Davi

Behind the Markets Podcast

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What Do You Think About Inflation?

John Sutter: I've known you for probably over a decade from your previous Morgan Stanley days. You do an annual outlook of sort of top 10 ideas for 2023 that we're going to get into. But you also have your own ETF focused on inflation. So what I heard you chuckle when the professor said inflation is dead? Give me your sense.

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