Macro analyst Luke Gromen returns for Part 2 of our interview with him on the unfolding sovereign debt crisis & the likelihood of recession, which he sees as "inevitable" -- largely due to higher oil prices and the collapsing commercial real estate market.
Luke also shares his outlook on which assets to consider holding in such an environment, as well as which ones to steer clear of.
Follow Luke at his website https://fftt-llc.com/
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#oilprice #recession2023 #commercialrealestate
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