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There are new CLO ETFs on the way, and they kind of remind me of something. UnitedHealth dropped after earnings and it’s something we’ve talked about before. ASML earnings leaked and people assumed AI was dead…then TSM’s earnings told a different story. Lastly, Stanley Druckenmiller is just like us apparently.
00:00 Why I’m concerned about CLO ETFs
06:53 UnitedHealth earnings
10:09 ASML, TSMC, and AI demand
13:57 Druckenmiller is just like us
