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3min chapter
Bloomberg Surveillance TV: April 3, 2024
Bloomberg Surveillance
Exploring Portfolio Positioning, Inflation Risks, and Market Trends
Exploring the current market dynamics, this chapter touches on portfolio overweight positions in energy and healthcare while questioning the effectiveness of traditional strategies amid inflation risks. It also delves into the impact of interest rates on banks and new ownership in Baltimore, adding a humorous anecdote to the mix.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode