Bonds, Commodities, and the Fed's Moment of Truth

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 3 March 2021

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB, Mar3, 2021: In the first segment, Lyn Alden of Lyn Alden Investment Strategy shares with Real Vision editor Jack Farley her thoughts on how the ongoing rout in U.S. Treasurys will amplify the rotation away from growth stocks and into cyclical stocks. Alden opines on how the Federal Reserve could aim to reassert control over the bond market, whether it be “Operation Twist” or yield curve control. In the second and final segment, Farley welcomes Howard Klein, founder and partner at RK Equity, to give a strategic update of key parts of the mining sector such as graphite, nickel, and, most notably, lithium. Klein shares news on lithium miners such as Albemarle Corp ($ALB), Livent Corp ($LTHM), and Piedmont Lithium ($PLL), to which Klein is an advisor and is also up over 1000% since September 1, 2020. Klein explains why he thinks we are at the beginning of a commodity bull market and shares his views on MP Materials ($MP) and Nouveau Monde Graphite ($NMGRF). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:25.0	Get tax pots with Monzo Business Prove for £5 a month.
0:28.1	Keys and C's apply.
0:42.1	The carnage in the bond market continued today,
0:44.1	triggering a sell-off in tech with a Nasdaq down 2.5%.
0:47.9	One of the 10 worst days of the index since July.
0:51.3	Later, I'll be speaking to Lithium Bull Howard Klein
0:54.0	about the critical role that Lithium plays in electric vehicles
0:57.2	and about how he's managing positions in stocks
0:59.6	that are up as much as 1,000%.
1:02.0	But first, bond yields are rising like a hot air balloon.
1:04.8	Is the Fed going to lose control of the yield curve?
1:06.8	That is the trillion-dollar question.
1:09.0	And who better to make sense of it all than Lynn Alden?
	...

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