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9min chapter
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Forward Guidance
Preference for Large Cap Banks and Commodity-Oriented Sectors
The speaker discusses their preference for large cap banks over regional banks in the equity world and their interest in commodity-oriented sectors, particularly the mining sector, for gaining exposure to raw materials and inflation protection. They also express positivity towards the health care sector and highlight the cheaper valuations and innovation present in that market.
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