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Lawrence McDonald: Risks, Myths and Investment Opportunities

On The Tape with Danny Moses

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Shifts in Energy and Investment Landscapes

This chapter explores the underperformance of the energy sector within the S&P 500 and the recent geopolitical impacts on oil prices. It highlights investment opportunities in energy compared to the tech sector, emphasizing the importance of resources like natural gas, uranium, and copper for future growth, especially in AI technologies. The discussion also touches on trends in private credit markets and the accessibility for retail investors, raising concerns about their understanding of risks and pricing discrepancies.

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