In short: Desai (keep): actively managed muni ETF — flexibility across duration and credit as muni dispersion rises; 4.0% distribution rate ≈ ~6.8% taxable-equivalent (May 31). "A strong second-half hold."
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.