Behind The Markets Podcast: Jared Dillian
Behind the Markets Podcast
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Energy Market Dynamics for Europe in the Middle of a War
The S&P got to around 30 percent energy stocks because oil was booming going 1979, 1980. Europe in particular has all these issues with energy and commodity inflation. I have no idea when the war is going to end, but I can tell you when it does, that's going to be a big boost for European stocks. And those really are where the great opportunities are.
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