Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Hedgeye Podcasts
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Fixed Income and Gold: A Hybrid
I think fixed income and gold this year is really where I've been focused on trying to be correct. We actually do have, you know, a position in like the belly of the curve. And we're slightly ahead of the risk free rate doing that. It's going to be interesting to see how stocks and bonds kind of trade together off of each other.
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