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114: A Stock Picker's Guide To 2023

The Bid

00:00

Is There Such a Thing as Recession-Proof Portfolios?

I don't think company earnings have suffered really just yet. I do see a lot of opportunity for us as stock pickers to look for companies where maybe recession's already priced in, and you can actually have upside once the reality sets in. Is there such a thing as a recession-proof portfolio? I don't know. If you want recession-proof, you should be invested in treasuries.

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