Weekend Show – The Pivot Party, What It Means For 2024, a Fund Manager’s Insights on Gold and Carbon Stocks
Welcome to The KE Report Weekend Show! It was a week for the history books all courtesy the Fed and Jerome Powell. The markets had a pivot party on Wednesday with gold and the large gold miners really doing well.
This Weekend’s Show is focused on the significance of the Fed pivot and what changes for investors in 2024.
- Segment 1 and 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc to Market kicks off the show with a deep dive into the Fed pivot, the data that contributed to the pivot and which markets he thinks are in true longer-term uptrends. On Marc’s website the day before the Fed meeting Marc perfectly called the pivot! Unlike many other commentators this was the first time Marc made this call.
- Segment 3 and 4 – Matt Geiger, Managing Partner at MJG Capital wraps up the show with a focus on resource stocks. We discus what it will take for the junior stocks to start performing better, highlight some recent private equity and streaming deals, and look at the carbon credit sector.