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Behind The Markets Podcast: Steven Hou

Behind the Markets Podcast

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Is There a Role for Commodities in Your Portfolio?

The key risk to stocks and bonds could be this elevated inflation so you might want even though the sharp is low you might want to add more of it structurally. I think we're going into a golden era for global macro at the last decade, says Steve Howe. We did a Twitter poll last night maybe it's our final closing question in comment about Exxon versus Tesla.

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