While many investors view the investment landscape based on macroeconomic conditions, Dan Clifton likes to look at how policy changes can impact companies and who stands to benefit. By doing so, he and his company, Strategas, are able to model these to identify undervalued companies that can produce superior risk-adjusted returns for investors. He joins the ETF Think Tank to discuss his process and what themes will be big in the near future.
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This is a replay of our June 29, 2023 show with Dan Clifton. Join us live on Thursdays!
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