Real Vision: Finance & Investing
#996 - Are Commodities a Buy Here? | With Mish Schneider
Mar 18, 2024
Discussing the mixed market landscape, potential cracks, undervalued commodities, and the impact of the Fed meeting. Exploring investing strategies in commodities, precious metals, and the complexities of commodities trading. Emphasizing the importance of discipline in trading and teasing upcoming exciting guests and topics on the show.
39:48
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Quick takeaways
- Commodities are undervalued compared to stocks, presenting potential investment opportunities.
- Market trends are influenced by geopolitical factors and supply-demand imbalances, impacting trading decisions in commodities.
Deep dives
Tech Stocks Rallying and Potential Short Opportunities
Tech stocks, including Google and Apple, rallied driven by optimism in the tech space. Despite speculations of a peak, the market showed gains, especially in NVIDIA, hinting at AI advancements. Amidst concerns of tech stocks hitting a ceiling, potential short opportunities are being considered. The influx of record inflows signals a FOMO situation that could lead to risks for investors.
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