What Else Can Be Priced In?
Real Vision: Finance & Investing
00:00
What's Up Revolutionaries?
Energy is going to be the new diversifying asset, at least through next year, in my opinion. So you have to have an overweight for that reason,. regardless of your stand alone outlook for the space and we can through it. We can prove that quantitatively through math, just showing return distributions and correlations. But the bottom line is, energyis going to hedge your portfolio should be overwaited.
Play episode from 33:37
Transcript
