Surveillance: Inflation Trades with Golub (Podcast)
Bloomberg Surveillance
00:00
How to Retail Earnings Fit Into Your Thesis?
When inflation is high and stubbornly high, you actually want to be in stuff that's more cyprical. So energy stocks, material stocks and ly are the best stocks for the moment. And if you look at this earning season, those te companies wereihe cap tech companies with pretty lack lustre so it's not just a sentiment issue. They're having a harder time.
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