What Else Can Be Priced In?
Real Vision: Finance & Investing
00:00
Oil Energy Bulls
We've been oil energy bulls throughout this year, i think, because of the interesting dynamic that we have where oil could be that thing that creates the uber bere senera we're talking about. You hve to be long oil bata in your portfolios. So without oil spiking, walt energy spiking, we don't see that. With this kind of return distribution and this kind of correation structure, you need to be oerweighed energy.
Play episode from 06:55
Transcript
