Sean Brodrick – Macroeconomic Weakness Has Money Rotating Out Of Big Tech And Into Insurance, Cybersecurity, REITs, Regional Banks, and Utilities
Sean Brodrick outlines opportunities that he is seeing in the more defensive sectors of insurance, cybersecurity, REITs, regional banks, and utilities, as geopolitical uncertainty increases, and as macroeconomic factors continue to weaken.
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.
Justin Huhn – Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks
Justin Huhn, with another comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, how he is positioning in the uranium equities, and the potential for more M&A.
Matt Badiali – Battery Tech Advancements, What’s The Investment Angle?
Matt Badiali, Editor of The New Energy Investor published under the Mangrove Investor joins me to chat battery technology and development. We start by…
TG Watkins – A Risk-On Market Move; How To Play This Pop In A Wide Range Of Sectors
TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins us to focus on the pop in markets and…
Joel Elconin – Are We In A Sideways Trend With Regards To Interest Rates, PE Ratios, And General US Equities?
Joel Elconin,recap a wide range of market moves kicking off 2023, and proposes trading ranges for interest rates, P/E Ratios, and general equities.
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.
Mike Larson – Late Cycle Assets Continue To Preform But That Doesn’t Mean A Recession Is Imminent
Mike Larson, Editor of The Safe Money Report joins me to focus on the sectors that continue to outperform this range bound market. As Mike…
Joel Elconin – US Inflation Data Recap and What To Watch For The Upcoming Earnings Season
Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins me to recap the 8.5% inflation number for…
Weekend Show – Wrapping Up Q1 For US Markets, Commodities, Gold and Gold Stocks
Welcome to the first Weekend Show of Q2! What a wild ride the first quarter of the year was for financial markets. On this…
Safe Assets – A trading strategy for utilities, gold, and bonds
Chris Vermeulen, Founder of The Technical Traders shares his trading strategy for safer assets. While precious metals and bonds had a great run, the charts…