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Jacob is back! The markets went nowhere (and everywhere, depending on how you look at it)!

Hop back in to hear Jacob and Rob run through:

Market Overview - 1:40-9:15

We like Europe - 9:15-19:20

China/Japan, Yuan/Yen - 19:20-32:20

Chile, Copper, U.S., Energy Transition - 32:20-47:55

Pakistan + India - 47:55-end

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