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Disney, Tapestry, Monterey, and University Endowments (Podcast)

Bloomberg Intelligence

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The Future of Oil Inflation

We actually think oil is headed higher. We find opportunities more domestically in the United States, and especially- I just mean in that they, their economy supports rising prices of oil if it does well. So definitely we'd really like some of the larger oil companies that benefit from that. And like you said, fixed income is giving you also an opportunity of a lifetime. One year T-bill, you're looking at close to 5% Yeah. You've never seen that in a long time. It's just amazing.

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