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TSNNEUTRALBULLISHSubstantive discussion · 3/5

Beef shortage from multi-year herd decline

The guest argued record-high beef prices are driven by a fundamental shortage of cattle, with the US herd at a 75-year low, not by processor profiteering.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE