Nick Hodge, discusses the macro and micro themes that have created an “Everything is awesome,” markets melt up higher.  Nick shares how he has been positioned in trends with rare earths, copper, uranium, and precious metals stocks; while sharing best practices on managing ones portfolios.

Nick Hodge with a longer-format discussion on and the macro and micro themes, and using volatility to prune winning positions and plant new positions in the gold, silver, copper, rare earths, and uranium stocks. It’s a wide-ranging discussion.

Nick Hodge joins us live at the New Orleans Investment Conference for a discussion on how technology is being implemented in the mining sector, and his outlook on the copper, uranium, and gold markets, as well as US equities and the macroeconomic movers from a Trump administration.