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Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman

Forward Guidance

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Why I Don't Like Owning Oil Drillers

Bob Greene: You said you're basically an energy fund at this point. A lot of your inflationary thesis, you invested in oil, not oil drillers,. He says he doesn't like owning the producers because it's "the wrong way to play it for me" Greene: The thing is that oil is physical settled. It's going to run out eventually. So I want to be long government stupidity and corruption and competence. And just took the feeling that they'll keep stimulating until they break something.

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