Investing in a higher for longer world: tech, commodities, or both?

In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US economy has been incredibly resilient - can it keep powering ahead? 1:00 Meaningful moves in tech stocks: 5:00 Nvidia (NASDAQ:NVDA): 6:30 Tech opportunities in the current market cycle: 11:00 TSMC (NYSE:TSM): 11:30 Qualcomm (NASDAQ:QCOM): 13:30 Commodities performance and outlook: 14:50 Teck Resources (NYSE:TECK): 20:00 Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.