MarketBeat podcast, 3 stocks to watch Newmont Mining, Walmart, AMC
Today on The MarketBeat podcast, Kate's guest is Axel Merk, President and Chief Investment Officer of Merk Investments. Axel has three very different stocks which he discusses today and frames these under the current market and economic conditions. You're going to want to listen to the details of a special report from MarketBeat, delivered to you free of charge. This episode includes: - Newmont, the world's largest gold producer, tends to be one of the first stocks to go up on bullishness about gold, but also one of the first to go down, as pessimism grows - Why Newmont and mining stocks are like "gold with a kicker" for investors who think gold is boring - Why miners can give you leverage in owning gold hard asset of gold - Why gold miners have to grow by acquisition as resources run out, but investors wanted to see big miners spend less money - How economic growth to late stage is generally good for gold and gold miners-Axel also discusses Walmart, which as a defensive stock is an indicator of the current macro environment-As the economy slows, Walmart generally does better, as mid-level consumers turn to lower-cost stores-With a stagflationary environment, which can last a long time, investing in proxies for the consumer price index, like Walmart, can work as a defensive game-Why Walmart's lackluster performance since the end of 2020 is a hallmark of a defensive stock, rather than a bug-Why Axel views AMC as a speculative stock as opposed to a defensive stock like Walmart-Why he thinks the Fed needs to see contagion risk before shutting down to tighten. - What factors to watch to determine when the Fed will stop tightening - Why tomorrow's meme stock won't be today's meme stock, like AMC - What makes Axel believe that the market has yet to hit rock bottom Twitter: @AxelMerkMerk Investments: https://www.merkinvestments.com/
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Today on The MarketBeat podcast, Kate's guest is Axel Merk, President and Chief Investment Officer of Merk Investments. Axel has three very different stocks which he discusses today and frames these under the current market and economic conditions. You're going to want to listen to the details of a special report from MarketBeat, delivered to you free of charge. This episode includes: - Newmont, the world's largest gold producer, tends to be one of the first stocks to go up on bullishness about gold, but also one of the first to go down, as pessimism grows - Why Newmont and mining stocks are like "gold with a kicker" for investors who think gold is boring - Why miners can give you leverage in owning gold hard asset of gold - Why gold miners have to grow by acquisition as resources run out, but investors wanted to see big miners spend less money - How economic growth to late stage is generally good for gold and gold miners-Axel also discusses Walmart, which as a defensive stock is an indicator of the current macro environment-As the economy slows, Walmart generally does better, as mid-level consumers turn to lower-cost stores-With a stagflationary environment, which can last a long time, investing in proxies for the consumer price index, like Walmart, can work as a defensive game-Why Walmart's lackluster performance since the end of 2020 is a hallmark of a defensive stock, rather than a bug-Why Axel views AMC as a speculative stock as opposed to a defensive stock like Walmart-Why he thinks the Fed needs to see contagion risk before shutting down to tighten. - What factors to watch to determine when the Fed will stop tightening - Why tomorrow's meme stock won't be today's meme stock, like AMC - What makes Axel believe that the market has yet to hit rock bottom Twitter: @AxelMerkMerk Investments: https://www.merkinvestments.com/
MarketBeat.com - MarketBeatLet's all become smarter investors together. Subscribe to the MarketBeat podcast today.
Apple Podcasts - Spotify - iHeart - Overcast - Amazon - YouTube
When her parents' restaurant burned down, this first-generation founder's brand of hot sauce rises from the ashes to take on the corporate giants
Not reaching your goals? Here's how to know if you need to change tactics or strategy.
You can generate your own virus...
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