Nick Hodge - Investing Themes For The Commodity Supercycle In Uranium, Lithium, Copper, And Gold

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins Shad Marquit on Korelin Economics Report (KER) podcast. Nick reviews investing themes for the commodity super-cycle in uranium, lithium, copper, and gold.

Nick Hodge and Shad Marquit start off with key takeaways from the Vancouver Resource Investor Conference and which commodities and related resource stocks are trending higher, which ones are improving but not well bid yet, and which metals or energy sector components are still correcting downwards.  This wide-ranging discussion gets into macroeconomic forces behind some of the moves in certain sectors, if the market will see a soft landing in the economy, reviews in the recent relief rally in general US equities, yield curve inversions, oil, the overall energy sector, critical minerals, battery metals, and much more.