Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
00:00
Energy Stocks Are a Must-Own in Your Portfolio
If you want to make a play that this is going to be a soft landing in this economy, the Fed is going to thread the needle, then you've got to be bullish on energy. I think it's probably these things are a must-own, in some percentage of your portfolio. We can talk about gold a little bit, but again, gold to me, the risk reward is also, it's acting fine.
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