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We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.
We also cover recent movements on our model portfolio and what changes we see coming up.
Hosts: Andreas Steno and Emil Moller
Guest: 3Fourteen Research
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
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No transcript available for this episode.