To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
00:00
Industrials and Energy Sectors - What's Interesting About That?
The defensive sectors like healthcare and consumer staples tend to do better in both high inflationary environment and a recession. The industrials look almost similar on a relative basis to energy, meaning that it's an upward sloping curve to the right. I think also see vaguely a little bit for utilities. And assets like this can actually be helpful when you are trying to deal with a very highly volatile regime.
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