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#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
The Paradigm Shift in the Stock Market
We're definitely overweight, as you probably tell, resource based securities. A lot of energy tends to be high cash flow energy. It's one of the few places on the planet where you can get a 6%, 7% type of yield with upside. We do like the miners very much. I think people are really getting crushed by having too much exposure to the US dollar and in US dollar based bonds.
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