Guest: Ben Cleary Portfolio Manager, Tribeca Global Natural Resources Fund.
Soon after COVID-19 lockdowns were announced, central banks injected trillions of dollars of money supply into economies. This, combined with huge rescue packages from governments, lit a fire under financial assets, quickly sending them back towards (and even beyond) previous highs. One sector set to benefit from this money printing is precious metals, according to Ben.
“The last real bull move for gold was following the GFC in the US, where there was around $3 trillion globally in stimulus. We’ve already had almost five times that amount in the last three months.”
In this episode of The Rules of Investing Podcast, we also discuss a better alternative than lithium for getting exposure to the battery boom, and one little-known sector that could deliver big returns in the coming years.
The goldilocks buying opportunity is *almost* here in fixed income
Jun Bei Liu: Top stocks for today’s markets
Trailer: Jun Bei Liu, Tribeca Investment Partners
This fundie found Afterpay at $6. Now he’s found his next opportunity
Trailer: This fundie found Afterpay at $6. Now he’s found his next opportunity
Is this the least crowded opportunity in the market today?
No lithium, no worries for this outperforming small cap manager
Trailer: No lithium, no worries for this outperforming small cap manager
James Gerrish: Low risk equity returns are back (and these stocks provide them)
Why Morgan Stanley is overweight passive in this volatile environment
John Ayoub reveals WAMs playbook for volatile markets
Trailer: The global banking crisis has changed the game, and this is how to play it
Alan Kohler: We’re in for a recession we didn’t need to have
Trailer: Alan Kohler - We’re in for a recession we didn’t need to have
From a kosher butcher shop to one of the country’s largest family offices
Christopher Joye: the RBA got it wrong, now it will crush housing, growth and the consumer
Why this ex-central banker fears a second (and even bigger) mistake
Lazard’s Philipp Hofflin reveals how the stock market really works
Trailer: Lazard’s Philipp Hofflin reveals how the stock market really works
Steve Johnson’s hunt for tomorrow’s market movers
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