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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Investing in a higher for longer world: tech, commodities, or both?
Good Value | Pragmatic Value Investing
25 minutes 41 seconds
1 year ago
Investing in a higher for longer world: tech, commodities, or both?
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.
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
