Maverick Portfolio: It's All About The Margins
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0:00 Intro
2:00 It's all about the margins!
10:33 Impacts On Demand & Cost
18:00 Fed Decision Tree
20:36 Dollar and Yield Sensitive Stocks
28:46 When Do We Know It's Game Over?
30:40 Long Portfolio Review
52:15 New Long Positions
57:00 Portfolio Distribution
1:00:22 Outro
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