When finding positive real returns, Hunter Hayes, Portfolio Manager at Intrepid Income Fund, says to focus on industries with pricing power and a good line of sight into supply chains. He discusses opportunities in the debt markets and where investors can find yield in today’s markets. He also talks about his stocks to watch which include LGI Homes (LGIH), EZCORP (EZPW), Murphy Oil Corporation (MUR), Matador Resources (MTDR), and PBF Logistics (PBFX). Tune in to find out more.
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