May 14 2024 25 mins 8
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.
