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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

Hedgeye Podcasts

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The Importance of Aggregate Commodities Exposure

I'm not as aggressive with adding a lot of the energy exposures are grab it. And give me an opportunity, a little bit better opportunity to jump in. If we were going into like coming out of a recession, I'd be much quicker to say, okay, both trend full position on for everything right? Yeah. So I think that's like a really wise wise way of putting that body. It sounds like you guessed it correctly. Not advice. Just like, what I think, D Black and PDA basically.

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