#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
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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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