Keith responded by saying instead of going all in on one, why not buy a little of all those exposures he currently likes (all of which, by the way, perform better in the current Quad 4 conditions).
“Don’t just buy one thing,” McCullough explains. “You just said three things I really like. And you should have some asymmetry in your portfolio, because some days the dollar is going to go up and some days the opposite is going to happen.”
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