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MacroVoices #386 Lyn Alden: Energy, Inflation & much more

Macro Voices

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The Bullish Outlook for Energy

I still view long term the full energy complex as generally under-owned and an area that investors should be looking at was say a three to five year view. I'm not necessarily expecting you know oil prices start going vertical right away but I do think that my approach with this whole kind of my long-term energy outlook is to not really overthink it. The past two recessions we've gone through have been pretty unusual in that regard.

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