Exploring the shift from technology stocks to companies holding physical assets like natural gas, iron ore, nickel, and copper as a hedge against inflation uncertainties, emphasizing the impact of inflation certainty on cash flows from tech firms.
Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.
Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:
- What an aging American population means for stocks.
- How natural gas companies benefit from a growing global middle class.
- The case for adding commodities to a retirement portfolio.
Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK
Host: Deidre Woollard
Guest: Lawrence McDonald
Producers: Ricky Mulvey, Mary Long
Engineers: Tim Sparks, Desiree Jones
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