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Chris DeMuth's state of the markets May 2022
Yet Another Value Podcast
Isn't That a Real Bad Blok?
"There seems to be a big disconnect rate now between commodity ces and the equity prices that should be pretty directly related," says Chris Omo. "We've been thinkingwehave one of our top three positions this yer in it, although as really, we cun at backed into the energy exposure because en large part because of our interest", he adds. 'i think there's opportunities for us on the equity side rather than more on the commodity side'
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