Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us to review a number macroeconomic trends and how those relate to expected moves in general US equities and commodities resource stocks in gold, copper, oil, and more.
This is a wide-ranging discussion that gets into the Fed policy, the debt ceiling debate, the ongoing banking crisis, debt rolling over at higher interest rates, inflation CPI readings, a recap of Q1 earnings season, tech stocks recently seen as a safe haven, the potential for a recession in the latter part of this year, and how that could effect the demand for various commodities and related stocks.
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