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Investing in a higher for longer world: tech, commodities, or both?
Manage episode 418324872 series 2973891
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.
45 episoade
Manage episode 418324872 series 2973891
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.
45 episoade
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