John Lodra

John Lodra and Mike Preston from New Harbor Financial discuss significant capital rotations in the stock market, particularly the shift from Nvidia to Google as potential AI sector leader. They explore the growing interest in undervalued stocks like biotech and pharma after years of growth dominance. The duo also analyzes year-end rally prospects, technical market indicators, and the implications of potential rate cuts. Additionally, they highlight emerging trends in gold and silver, contrasting cryptocurrency volatility with precious metals' stability.

In a deep dive on market dynamics, John Lodra and Mike Preston of New Harbor Financial discuss the implications of high valuation levels amid potential Fed rate cuts. John highlights stress signals in credit markets and the rarity of current conditions. Mike shares insights on the risks of liquidity concentration in mega-cap tech and evaluates portfolio strategies. They also tackle whether the recent pullback in gold is a temporary lull or a trend change, offering tactical hedging advice for uncertain times.

Join John Lodra and Mike Preston, lead partners at New Harbor Financial, as they dive into the current market's nosebleed valuations amidst Fed rate cuts. They debate whether to ride the momentum wave or play it safe by reducing risk. The duo identifies key indicators of potential market changes and reflects on today's tech-driven speculation echoing the 2000 bubble. Additionally, they share practical strategies for managing gains in precious metals, along with crucial year-end financial moves every investor should consider.