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Text duration start ents sentiment
hovering right around 80-year highs 4.4 Jump to 30.64
    DATE 80-year
in 2021 but they've already racked up 5.039 Jump to 35.04
    DATE 2021
more than 6 billion in inflows this year 4.48 Jump to 37.44
    MONEY more than 6 billion
    DATE this year
still on pace to hit over 700 billion in 5.359 Jump to 53.36
2022 pretty tough to top that record 5.2 Jump to 56.64
    DATE 2022
year that we had just in 2021 but why do 5.041 Jump to 58.719
    DATE 2021
beat that trillion dollar mark that we 4.0 Jump to 69.68
    MONEY trillion dollar
for almost 500 billion dollars a month a 5.6 Jump to 73.68
    MONEY almost 500 billion dollars
is paying back the traditional 60 40 and 6.24 Jump to 92.64
    CARDINAL 60 40
10 years you know cpi is now 40-year 5.6 Jump to 144.16
    DATE 10 years
    DATE 40-year
there's really three reasons why you 3.2 Jump to 154.72
    CARDINAL three
want to own uh commodities one it's a 4.159 Jump to 156.08
up eleven percent year-to-date s p's 5.04 Jump to 161.44
    PERCENT eleven percent
down seven percent bonds down three so 3.92 Jump to 163.92
    PERCENT seven percent
    CARDINAL three
protection but there's two other 3.279 Jump to 171.68
    CARDINAL two
attributes one is 4.239 Jump to 172.72
    CARDINAL one
third reason which is more unique is 4.319 Jump to 197.28
    ORDINAL third
cost so those three attributes you know 3.601 Jump to 210.879
    CARDINAL three
led the charge higher up five to ten 4.4 Jump to 237.68
    CARDINAL five to ten
ticker is ppi that's up nearly six 4.721 Jump to 330.639
so about two years ago i actually came 5.361 Jump to 337.039
    DATE about two years ago
on etf edge in june of 2020 and at the 4.56 Jump to 339.68
    DATE 2020
10 year was at 30 basis points there was 3.519 Jump to 344.24
    DATE 10 year
    CARDINAL 30
it's basically 10 instruments to kind of 4.079 Jump to 365.68
    CARDINAL 10
materials those four sectors the data 4.239 Jump to 382.08
    CARDINAL four
shows that historically those four 3.759 Jump to 384.88
    CARDINAL four
saying you know add you know five ten 3.68 Jump to 426.72
you know from 1989 to 4.72 Jump to 439.199
    DATE 1989
2000 you had this big bull market in 4.081 Jump to 441.919
    DATE 2000
seven-year run where value stocks 3.841 Jump to 448.319
    DATE seven-year
financial crisis till about 2020 you had 5.599 Jump to 452.16
you know seven percent when i look 3.84 Jump to 469.919
like 15 even higher when i look at costs 5.28 Jump to 473.759
    CARDINAL 15
yeah and frank one thing just to add on 3.119 Jump to 483.36
    CARDINAL one
against inflation but it's been one of 4.799 Jump to 493.68
its growth by nearly three times 4.479 Jump to 589.36
    CARDINAL nearly three
its support from 33 investees and only 6.161 Jump to 593.839
    CARDINAL 33
five cities to 88 investies in 15. 5.279 Jump to 596.24
    CARDINAL five
    CARDINAL 88
    CARDINAL 15
in the nearly 4 trillion dollar market 4.639 Jump to 690.64