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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

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The Downside of Oil

Ben: I still think oil is the play because it's just structural under investment and you should know that you guys know this kind of stuff. Because again, like natural gas, like we're flaring it off as fast as we can in so many different fields. That could be a great time to like play Dutch or like a Dutch arbitrage. Robert: Timbo, how are you doing? Timothy Bozeman says he'll buy some cold then.

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