Macro Voices cover image

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

Macro Voices

00:00

Mining stocks vs. commodity prices

He evaluates mining stocks' earnings leverage to commodities and risks from equity multiple pressure during sell-offs.

Play episode from 40:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app