Jurrien Timmer Explains Why Crypto Is Macro
Raoul Pal: Real Vision
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Energy and Long Term Stocks
Technology seems to have maybe priced in a recession more so. The leaders during this down turn have been the defensive names, utilities and consumer staples. But no, the staples are starting to get hit by the strong dollar, because they're very sensitive to currency moves. Utilities have gotten kind of expensive. I think the leadership is returning to the big rowers here.
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