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"Second, overweight the sectors where the fundamentals are currently strongest. Energy is a clear choice due to the recent oil price action."
The host recommends overweighting the energy sector by leveraging instruments such as XLE, driven by robust oil price action and strong fundamentals, making it a bullish short-term trade call.

"For example, the Energy Select Sector SBDR Fund, XLE, is doing great with rising crude oil prices and can act as an inflation hedge."
The host recommends taking a defensive position by buying XLE amid rising crude oil prices, viewing it as an inflation hedge in an inflationary environment.
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