Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
RiskReversal Pod
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I Think the Pandemic Changed Health Care Forever
The strategist fom so fi has a few more bullish calls, and then we'll get to the parish hedgh fon gi. I do think financials. Look at the valuations of energy. Financials is the second cheapest in the index. They can't really fall that much further. And if the consumer isn't the bull case, don't buy consumer discretionary when it's over valued. If you're not on the cus train, which it sounds like the rest of the tal isn't, you got to find growth somewhere. The marriage between health care and technology continues to speed it up and make it an attractive investment right now. All that other shit, all the
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