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Unusual Whales Pod #3 - CPI, Inflation, the Fed, and the larger Macro World

Unusual Whales

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Alp Otavio, Any Final Thoughts? Anything?

Alp otavio: It's quite interesting to me how oil continues to hold up despite this, now, 30 million barrels of selling government is doing. We're living in a time when you have some energy companies paying 15 to 20 % dividend,. With a a few other companies in the inin space, especially gold miners now paying higher dividends. An utility stocks ain dets. That's what people buy, utility stocks for, defensive reasons and for the dividend. I just find it interesting, this whole growth to value transition that i firmly believe sustanably.

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