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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.

Thu 8 Aug, 2024
1 comment

Sean Brodrick – Sitting Tight Through Recent Volatility, Spotting Opportunities In Home Builders, Tech, Oil And Nat Gas, and Uranium Stocks

Sean Brodrick reviews how he is sitting tight through the recent downward pressure and volatility within US Equities, but also seeing value building in home builders, tech stocks, oil and natural gas stocks, and uranium stocks, despite recent corrections.

Tue 6 Aug, 2024
15 comments

Marc Chandler – A Focus On Currencies, GDP, Inflation, Commodities, Wage Growth, And Fed Policy

Marc Chandler discusses the moves in global currencies, recent US economic data for GDP growth and the PCE inflation metrics, commodities inflows, wage growth, corporate profits, and how this all ties into central bank policies, domestically and abroad.

Fri 26 Apr, 2024
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Demographics – Maybe Having A Younger Population Is Not A Good Thing

Nicholas Pardini, Founder of the Davos Investment Group joins me to share a different take on the theory that younger demographics are critical for countries…

Wed 27 Feb, 2019
26 comments

Jayant Bhandari – Exploration in Japan and Chinese Growth Data

Metals equity analyst Jayant Bhandari joins me today to discuss his recent trip to Japan. We discuss the mining environment in Japan and an exploration…

Fri 20 Oct, 2017
7 comments

BoJ and ECB Comments Moving Currencies But Not How You Would Expect

Nothing was really said by either the ECB or the BoJ this morning but for some reason we are seeing the Euro shoot higher. Chris…

Thu 20 Jul, 2017
47 comments

Japan’s economy falls back into recession again

We have been trying to cover Japan a little more recently. Not because there is a unique story of growth in the country but because…

Mon 16 Nov, 2015
10 comments