Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us to review investing themes for the commodity super-cycle in uranium, lithium, copper, and gold.
We kick things off with the sentiment reading and key takeaways from the Vancouver Resource Investor Conference, and which commodities and related resource stocks are trending higher, which ones are improving but not well bid yet, and which metals or energy sector components are still correcting downwards. This is a wide-ranging discussion that gets into macroeconomic forces behind some of the moves in certain sectors, if we are going to see a soft landing in the economy, reviews the recent relief rally in general US equities, yield curve inversions with different duration bonds and interest rates, oil and nat gas and overall energy sector, critical minerals, battery metals, and much more.
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