i like the fact that conjumer staples are being hammered right nowd and the inflation cost are really hitting them hard. I'm not sure yet whether at makes them buy worthy. Transportation has had some potential. If i l love to own walmart, somehow it's one of those iconic companies as well. Som bidby is there. And we know this war ew crane is going to effect delivery of oil from russia into europe. So we have to get atfrom somewhere else.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode