Money Life With Chuck Jaffe Daily Podcast

Elliott Gue, editor of the Energy and Income Advisor newsletter, says in today's Money Life Market Call that even after the good year that energy stocks had in 2022, the sector has just started its first steps into a 'multi-year super cycle' driven by supply shortages caused by a lack of investment capital put into the sector over the last eight to 10 years. Gue says he expects 'significant outperformance from energy stocks versus the broader market,' continuing the results from 2022 for years to come. In The Big Interview, Giorgio Caputo, senior fund manager and head of multi-asset strategies at J.O. Hambro Capital Management, is worried about how central banks and markets will respond to rising commodity prices, which could lead to the return of six-dollar gas prices later this year; Caputo says that he is mindful of the risks facing long-duration assets if there is indeed another bout of inflation. That condition also would be a headwind for growth stocks, technology companies, utilities, bond-like equitie