Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
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Oil and the Supply Dynamics of the Global Financial Crisis
I wouldn't be surprised if oil and other commodities trade very poorly during a cyclical slowdown, like the type that we're in. But oil has actually been on fire. And it's my understanding that you're actually somewhat constructive on oil at this time. To what degree are you sort of saying, okay, my macro model, my back test say this, but just what's going on in Russia, Ukraine, and the supply dynamics, you got to have some exposure to oil? I don't want to get too far where my ski tips talking about supply demand,. because that's not something that's been a tremendous amount of time or have the bandwidth to focus on.
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