Categories: General Market Commentary
Topics: General Market Commentary

Nick Hodge: Shifting Macro Forces Could Ignite Gold, Copper, Rare Earths & Uranium Stocks

Nick Hodge, Co-Owner of Digest Publishing, joins The KE Report channel for our monthly discussion on the macro forces shaping the markets and the opportunities emerging across resource stocks. Nick breaks down the recent shifts in the U.S. dollar, interest rates, economic data, geopolitics, Treasury markets, and AI-related capital spending—and explains why those changes could provide a tailwind for gold, silver, copper, rare earths, and uranium stocks. Check out the full discussion below.