January 09, 2025

Nick Hodge – Macroeconomic Themes In 2025, Opportunities In Gold, Uranium, And Copper Stocks - More Technological Innovations In The Mining Sector

35 minutes

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins for a longer-format discussion on and the macroeconomic themes and geopolitics impacts on global trade and the US economy, along with investing opportunities that he sees in select gold, uranium, and copper resource stocks. We also revisit emerging trends on how technology is being implemented within the mining sector.

First off we get Nick’s outlook for 2025 on that broader US equity market with regards to the Trump administration anticipated policy initiatives. It’s a nuanced discussion on macroeconomics that briefly touches up on the health of the economy, and trends in the projected data around GDP, jobs, inflation, the US dollar, tariffs, tax cuts, and what sectors of the broad US equities have his attention with the emerging backdrop.

We then shift over the commodities space and bounce around from gold and silver fundamentals to the opportunities in precious metals stocks, then to uranium stocks, copper stocks, and eventually touch briefly upon other niche metals like nickel, rare earths, and antimony. We talk again about the US and Canadian involvement in helping to fund certain critical minerals projects, technology that will be tracking the supply chain and emissions around extractive companies, and some of the other ways that technology is being deployed from a data mining, equipment, tailings, or processing standpoint within the mining sector.

Click here to follow Nick’s analysis and publications over at Digest Publishing

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