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MI245: A Year in Review w/ Rebecca Hotsko

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Is It Too Late to Join the Energy Train?

We're already currently down significantly from the highs where WTI was trading well over $100. Now it's back to a more normal range in the high 70s. And so this gets into the first investment theme I wanted to touch on today, which is that we're likely entering a new commodity bull cycle. The rest of the 10 sectors were down when looking at a one year relative performance.

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