Surveillance: Inflation Trades with Golub (Podcast)
Bloomberg Surveillance
00:00
Are You Still Overweight Energy?
The best performing areas of the market are hard to hold. Defense energy and materials typically excluded from e s g fund cithing. From a market perspective, i still think the worst is not behind us. We published yesterday that reserve, a realistic worst case for the s and p 500 would be about three thousand 32 hundred.
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Transcript
