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SECTOR ETFXLIVISBULLISHSubstantive discussion · 3/5

No single ticker was named. Industrials ETFs are one way for retail investors to get exposure. Not a recommendation.

High beef prices driven by supply constraints

The case was made that high beef prices are a function of the shrinking domestic cattle supply, which takes years to rebuild and is not easily solved.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
High beef prices driven by supply constraints · Zortix