AudioBoom | https://audioboom.com/posts/8158186-vadim-alexandre-why-i-m-slowly-scaling-into-selective-cyclicals

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Vadim Alexandre
Vadim Alexandre, Head of Healthcare at SP Angel says investors shouldn't "fight the Fed" but also why he's slowly scaling into a selection of cyclicals. Stocks mentioned include:

Deliveroo #ROO 

AO World #AO. 

Diurnal #DNL