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What Do You Think About Commodities?
Interest rates on US treasuries are expected to be negative in real terms over the next decade. Cash will do even worse than bonds because it doesn't provide a return for actually holding it. While most financial assets have been crushed in 2022, funds like XLE, which is an energy fund, is up 55% year to date through the start of November.
IN THIS EPISODE YOU’LL LEARN:
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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