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#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
The Decline of Oil Production
Oil is still pretty close to its highs and the fundamentals there look really strong, but the stocks have been spanked. I think it's a great opportunity because these secular inflationary forces are so powerful that it's going to get to things like copper, a lot of agricultural. The stuff, the Fed can't print and is in short supply. And I think particularly those areas that are anti-ESG.
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