Artwork

Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Investing in a higher for longer world: tech, commodities, or both?

25:41
 
Distribuie
 

Manage episode 418324872 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay.

They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario.

Key times:

  • The US economy has been incredibly resilient - can it keep powering ahead? 1:00
  • Meaningful moves in tech stocks: 5:00
  • Nvidia (NASDAQ:NVDA): 6:30
  • Tech opportunities in the current market cycle: 11:00
  • TSMC (NYSE:TSM): 11:30
  • Qualcomm (NASDAQ:QCOM): 13:30
  • Commodities performance and outlook: 14:50
  • Teck Resources (NYSE:TECK): 20:00

Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.

  continue reading

44 episoade

Artwork
iconDistribuie
 
Manage episode 418324872 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay.

They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario.

Key times:

  • The US economy has been incredibly resilient - can it keep powering ahead? 1:00
  • Meaningful moves in tech stocks: 5:00
  • Nvidia (NASDAQ:NVDA): 6:30
  • Tech opportunities in the current market cycle: 11:00
  • TSMC (NYSE:TSM): 11:30
  • Qualcomm (NASDAQ:QCOM): 13:30
  • Commodities performance and outlook: 14:50
  • Teck Resources (NYSE:TECK): 20:00

Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.

  continue reading

44 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință