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Weekend Show - Marc Chandler & Matt Geiger - Recapping This Week Market Moves and Key Data, Unique Opportunities In Resource Stocks
Manage episode 432260632 series 3374176
内容由KE Report提供。所有播客内容(包括剧集、图形和播客描述)均由 KE Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Welcome to The KE Report Weekend Show! On this Weekend Show we recap key economic data and major market moves from the week, and discuss where opportunities lie for investors in metals equities.
We hope you all enjoy this Weekend Show!
- Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website kicks off the show by recapping the US jobs data and market meltdown at the end of the week. Only 114,000 jobs were added, against the estimate of 185,000 further confirming the slowdown in the US economy and potential recession around the corner. Marc explains how Fed rate cut expectations have increased. On the market front we ask where, if anywhere, is a good place for investors to hide out.
- Segment 3 and 4 - Matt Geiger, Managing Partner of MJG Capital wraps up the show discussing the performance of the MJG fund in the first half of 2024, the resilience of junior mining stocks amidst metal price increases, and potential catalysts for the junior sector's momentum. Key topics include significant M&A activity in the resource sector, particularly the noteworthy Filo takeover, and strategies for investing in mining projects
Click here to visit the MJG Capital website to learn more about Matt’s fund.
132集单集
Manage episode 432260632 series 3374176
内容由KE Report提供。所有播客内容(包括剧集、图形和播客描述)均由 KE Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Welcome to The KE Report Weekend Show! On this Weekend Show we recap key economic data and major market moves from the week, and discuss where opportunities lie for investors in metals equities.
We hope you all enjoy this Weekend Show!
- Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website kicks off the show by recapping the US jobs data and market meltdown at the end of the week. Only 114,000 jobs were added, against the estimate of 185,000 further confirming the slowdown in the US economy and potential recession around the corner. Marc explains how Fed rate cut expectations have increased. On the market front we ask where, if anywhere, is a good place for investors to hide out.
- Segment 3 and 4 - Matt Geiger, Managing Partner of MJG Capital wraps up the show discussing the performance of the MJG fund in the first half of 2024, the resilience of junior mining stocks amidst metal price increases, and potential catalysts for the junior sector's momentum. Key topics include significant M&A activity in the resource sector, particularly the noteworthy Filo takeover, and strategies for investing in mining projects
Click here to visit the MJG Capital website to learn more about Matt’s fund.
132集单集
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