Reading the Fed Tea Leaves
What Goes Up
00:00
Are the Long Term Investors Coming Back?
We had over weights on, coming into the air. We think that in addition to this russia ucrane crisis, and addition to the a, some of the supply constraints that are going on. So we had those onprice s got to pretty crazy levels. And then mime in the notes you had sent over before we started the podcast,. I think you also said you like commodities, and i'm hoping you can tell us a little bit more about that. Yes, so we like real assets and commodities in general, and portfolios, just because we think it provides, i a longer term in a hedge.
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