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Painful Reckoning Ahead Due To "Really Really Dumb" Monetary Policy | David Hay

Wealthion - Be Financially Resilient

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How to Manage Capital to Avoid a Recession

There's $1.4 trillion of commercial real estate mortgage debt that's going to be rolling over in the next few years, some of it's rolling over right now and these lenders are terrified. The free cash flow yield on the energy sector is 14%. And if you get another run at oil prices, which I do think is coming then it's you know that's why I think you're going to have a tremendous pop with names like a well. There's a lot of very depressed energy stocks out there right now that could really pop but as far as the bond market and duration goes,. It is a challenge I think where you have an opportunityIs maybe in the three to five year

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