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A Shift to Hard Assets

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Manage episode 413707344 series 3329
Indhold leveret af The Motley Fool. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Motley Fool eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.

Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:

- What an aging American population means for stocks.

- How natural gas companies benefit from a growing global middle class.

- The case for adding commodities to a retirement portfolio.

Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK

Host: Deidre Woollard

Guest: Lawrence McDonald

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Desiree Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1523 episoder

Artwork

A Shift to Hard Assets

Motley Fool Money

592 subscribers

published

iconDel
 
Manage episode 413707344 series 3329
Indhold leveret af The Motley Fool. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Motley Fool eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.

Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:

- What an aging American population means for stocks.

- How natural gas companies benefit from a growing global middle class.

- The case for adding commodities to a retirement portfolio.

Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK

Host: Deidre Woollard

Guest: Lawrence McDonald

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Desiree Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1523 episoder

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