Nick Hodge – The Fed Rate Cuts Begin, A Shift To Value Sectors In US Equities, The Case For Commodities Like Copper And Uranium, And A Site Visit To Hannan Metals
Nick Hodge with his outlook on the beginning of the Fed rate cutting cycle, as shift from growth to value sectors within US equities, and the case for higher commodities prices in copper and uranium to fuel policy initiatives. We also discuss his recent site visit to Hannan Metals property in Peru.
Nick Hodge – Multiple Macro Factors Behind The Market Volatility – Utilities, Real Estate, Consumer Staples And Gold Are Good Safe Havens
Nick Hodge outlines the multiple macroeconomic factors behind the recent market volatility in US equities and commodities. He points to rate-sensitive sectors like gold, utilities, and real estate as sectors that benefit from upcoming Fed rate cuts, and then consumer staples companies as additional safe havens. We also discuss MineHub Technologies and the weakness in the uranium equities later in the discussion.
Nick Hodge – Fed Policy Expectations, Opportunities In Select General Equities, The Uranium Surge, And Thoughts On Copper Stocks
Nick Hodge shares thought on Fed policy expectations. inflation, US equities, the uranium sector surge, how he’s playing the copper stocks, and much more…
Ed Moya – Investors Acceptance Of Higher For Longer Interest Rates Is Taking A Toll On Most Markets
Ed Moya outlines how the surging interest rates and King Dollar are continuing to pressure most market sectors
Nick Hodge – Macroeconomic Factors Driving Market Sector Trends Moving Into 2023
Nick Hodge with a wide-ranging discussion on the macroeconomic factors driving market sector trends heading into 2023.
TG Watkins – Technical Outlook On General Equities After The Recent July Rally In The Markets
TG Watkins reviews his technical on the rebound in many sectors in the month of July, and where resistance may come into play.
TG Watkins – An Emphasis On Defensive Names And Growth Stocks To Start 2022
TG Watkins, Director of Stocks at Simpler Trading and editor at the Profit Pilot website, joins us to discuss the new watchlist of companies he is following as the market trends have shifted from growth stocks in 2021 to value stocks in 2022.