Episode 101: Hopium
In this week's episode, Dave and Ian (along with special guest Dan Gorghuber) discuss the continued rocky start to the year that we have seen in stocks and many other asset classes. Energy stocks continue to hold up well, along with Commodities, Crude, and Natural Gas. Ian discusses the strength in the US Dollar and the correlating weakness with mining stocks. Dan talks about interest rates and the yield curve.
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