
Inflation or Recession - Which Will the Fed Choose? } Jared Dillian
Forward Guidance
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How to Play Value in Dividends
Jared Bernstein: You rode the energy wave up, like let's say, X something like XLE. I think there was a sentiment issue maybe you can tell us about. But when I think of value, I think energy, like it's the most value sector,. It's the most valuley of all the sectors, right? Everyone hates it. So yeah, it just flesh out your theory on value and then tell us about energy.
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