MI244: Mastering Factor Investing w/ Wes Crill
The Intrinsic Value Podcast - The Investor’s Podcast Network
Would You Want to Overweight Energy Stocks?
If you're someone who doesn't want to experience a bunch of volatility, then that investment probably wouldn't be right for you. And the energy stocks again are going to outpace inflation just like we believe all other stocks should. If your goal is to manage your inflation exposure and if you want to hedge unexpected inflation, we find that that's a less sensible way to do it than just having inflation protected bond portfolios.
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