Tom Lee: Higher Oil Is Good For Stocks

While the February report suggests inflation remains relatively contained, investors are increasingly focused on how the war could influence future price pressures.

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00:00 Intro
00:10 Sponsor: Tangem
00:50 CPI
01:15 David Rubenstein: CPI was comforting but still early
02:15 Rate hike odds
03:00 Tom Lee: OIl surge is good for stocks
05:00 War ending soon?
05:30 US asked Israel to chill out
05:45 Trump planting seeds for a way out
06:40 Trump-Xi Summit
07:00 Jeff Currie: This is not a trade this is a regime trade
08:30 Jeff Currie: Own HALO stocks
09:45 What is HALO?
10:30 Tom Lee
11:00 Transaction history
11:30 Matt Hougan: Perception vs reality
12:50 Outro

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