Behind The Markets Podcast: Lorenzo Esparza
Behind the Markets Podcast
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Is There a Risk of a Low Grade Nuclear Bomb?
Lorenzo Sparza: I just worry that there's a risk of a low grade nuclear bomb. And so if that happens, then, you know, owning European equities is going to be problematic. Emerging markets will also tank pretty quick. He says having some allocation to more of a tech sector as as valuations come down is not a bad idea. But until we get some clarity, he hopes for a diplomatic resolution this year.
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