MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
Macro Voices
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The Future of the Oil and Gas Sector
The portfolio that worked from 2010 to 2020 doesn't work anymore. The portfolio from 2022 to 2028 is much more of a hard asset emerging markets and value equity portfolio, he says. "It seems to me like it's a pretty hostile environment for making a buck in the energy business"
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