Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us to review which commodities have his attention at present, and what contrarian opportunities can be found from the muted moves in many resource stocks in this current environment. Compared to many commodities that have lagged lately like the oil, copper, and other base metals stocks, gold pricing has actually done quite well. This leads to a discussion in how the PM mining stocks have underperformed expectations and not offered the typical upside torque as the yellow metal approached all time high pricing levels again in the recent past. The discussion then turns to the critical minerals and energy metals space with focus on both lithium and uranium, and the related mining stocks which Nick still sees further upside in.
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