Episode
Nick Hodge – Macro Market Movers, 2 Site Visits, and Investing Strategies in Copper, Gold, And Critical Minerals Stocks
- Podcast
- The KE Report
- Published
- May 29, 2026
- Duration seconds
- 1516
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Summary
Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, his key takeaways from 2 different site visits to South Dakota and Wisconsin, and investing strategies in select copper, gold, and critical minerals stocks. We start off reviewing the mix of macroeconomic movers and knock-on effects from geopolitics as it relates to the closure of Strait of Hormuz, the US/China meetings last week, projections around central bank monetary policy options, rising bond yields and interest rates, a strengthening US dollar, GDP growth, rising inflation, sovereign debt loads, and AI datacenter buildouts. The US stock markets have shrugged off most of these economic datapoints and geopolitical news, continuing to blast up to new all-time highs over the last week. He points out that the CRB commodities index has also been strong lately, lead by base metals, soft commodities, and the energy space. When reviewing the commodities, it has been hard to ignore the strength in the copper pricing, which has been up at all-time highs over the last few weeks of May, and Nick shares his approach is to investing in the copper equities. For exposure to the base metals producers he has been positioned in the iShares MSCI Global Metals and Mining Producers ETF (PICK), which has performed quite well over the last year and especially in 2026. Nick reiterated points from our prior conversation about 2 of the copper developers with good investor engagement, solid pounds in the ground resources, and good fundamental catalysts being: Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF) and Aldebaran Resources Inc. (TSX-V: ALDE) (OTCQX: A…