Energy equity is 'a good hedge' against the current environment, says BofA’s Savita Subramanian

Joining us right now to talk more about all of this is Sevita Subramanion. She is the head of US equity and quantitative strategy at Bank of America Securities. And Sevita, it has felt recently like the markets were really in a pretty good momentum, good mood on all of these things that we've seen, these huge moves.How does this change the situation. Look, I mean, I think this this uh geopolitics are a bigger deal than what may be discounted into equities today. And I think it's interesting that crude ralli ...