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Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023

Hedgeye Podcasts

CHAPTER

Market Analysis and Portfolio Adjustments

The speaker discusses various topics related to the market, including gold, rates, volatility, and signal strength. They analyze the performance of different assets in the portfolio and highlight the importance of adjusting the portfolio based on the direction of trends. They also discuss market exposure, oil prices, inflation, rates, and volatility, and anticipate continuing higher inflation and rates.

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