Get Your Tickets to the 2024 VRIC:
Tavi Costa and Nick Hodge provide their forecast for both the broad market and the mining sector, along with discussing the growing shift from growth stocks into commodities and opening up their portfolios to explain how they’re taking advantage of this trend.
The Commodity University:
00:00 Introduction
00:11 What Macro Themes Are You Focused On?
01:31 Higher Rates For Longer?
07:01 Outlook on the Broad Market
10:59 Shift From Growth to Commodities
17:13 KoBold Metals
21:27 Where Are You Allocating Cash?
#miningstocks #juniormining #commodities
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