James Chukmuk
Chief Investment Officer at Clockwise Capital who discusses portfolio positioning, commodity allocations, and views on Meta and large-cap tech.
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Jan 26, 2026 • 44min
Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivot on spending. Plus, how the recent events in Minneapolis could result in a government shutdown. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
