I was interviewed by my friend Dan Ferris on the Stansberry Investor Hour show. My segment of the interview starts at the 22:22 mark (click here to listen).
If you’d like to dig deeper into some of the concepts I discussed, you can read the following articles:
Why we sold of ETFs and bought Treasuries
How and why we are hedging our portfolios with options
Why Amazon will not run McKesson out of business and why we like the stock and here is one more.
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