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#18 - Higher energy prices triggering a recession?

Macro Mondays

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Analyzing the Argument and Temptations for Investment Strategies

The speakers discuss the argument for being long on a certain metric and their temptation to say that the dollar is a strong place to hide. They also mention looking for relative value trades that can cope with rising natural gas prices, and promote their website standardresearch.com with a discount code for subscriptions.

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