Nick Hodge – Macroeconomic Themes To Consider When Investing In The New Year
Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins he Korelin Economics Report (KER) podcast for a wide-ranging discussion reviewing how the macroeconomic environment has played out from 2022 and now heading into 2023.
This is a wide-ranging discussion touches on the continued bear market in general US equities, bonds and interest rates, the US dollar, oil, gold, silver, platinum, battery metals, and much more. Nick breaks down how he is managing his portfolio allocations in cash, in the precious metals sector, and also mentions some specific royalty, gold, platinum, and copper stocks that he has allocations to. He wraps up restating the bullish developments in both the lithium and uranium sectors as energy metals to watch.