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Conversation with Josh Wolfe — Where to be Bearish and Bullish in 2024
The Prof G Pod with Scott Galloway
Invest in Capital Intensive Industries During Rising Rates
In times of rising rates, it is advantageous to invest in capital intensive industries as the cost of capital increases. Hard assets such as these are overlooked and present a valuable investment opportunity. The replication cost of hard assets is high, making them a strategic investment choice when interest rates are on the rise.
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