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. 

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