EPISODE · Apr 9, 2022 · 35 MIN
Episode 111: Opening Day
from The Weekly Trend · host David Zarling, Ian McMillan
In this week's episode, Dave, Pratty, and Kevin discuss the continued strength in energy, mining, and materials, as well as the continued weakness in growth sectors like software. They also discuss the emergence of "safety trade" areas like food and beverage, discount and large retailers, and other consumer staples. The relationship between commodities and the dollar was also discussed, along with individual commodities like grains, softs, energy, and metals.
What this episode covers
In this week's episode, Dave, Pratty, and Kevin discuss the continued strength in energy, mining, and materials, as well as the continued weakness in growth sectors like software. They also discuss the emergence of "safety trade" areas like food and beverage, discount and large retailers, and other consumer staples. The relationship between commodities and the dollar was also discussed, along with individual commodities like grains, softs, energy, and metals.
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Episode 111: Opening Day
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