Markets, Chips, Nikola, And Battiers (Podcast)
Bloomberg Intelligence
00:00
Are We Going to Have Capitulation to Have a Sustainable Bull Market?
We're replacing that underweight in equities witha an overweightin and real assech, just because we need to be applicated to the sources of inflation. I'm, however, pulling back on that commodity piece as we're seeing energy come down to day. But that's kind of howr we're positioning our clients. Lemit, more defensive in nature. Im looking at utilities, health care, m things, ah, names like that.
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