Policy risk has been a theme among investors, ahead of a vote by the US House of Representatives to repeal Obamacare. Dodge also talks about other macro developments that are feeding into his short-term investment perspective.

<p>Policy risk has been a theme among investors, ahead of a vote by the US House of Representatives to repeal Obamacare. Dodge also talks about other macro developments that are feeding into his short-term investment perspective.</p>

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