MI212: Why Macroeconomic Data Matters For Investors w/ Eddie Donmez
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Is the Commodity Story a Recession?
Despite the recent cin of pull back, i would say that the the commodity story is very attractive cand of longer term. The big risk to financial markets is that it either doesn't come down as fast as possible, or it remains extremely sticky into 20 23. So i still want to be involved in those that have inflation protection. However, equities, on average, siting aman group, cand have research paper, generally do not perform well in high inflation environments.
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