Legacy’s Latest | Higher Rates Mean Everything Costs More. – March 2023
Hosted by: Brent Bunger and Richard Baer
In today’s discussion, Brent and Richard examine the costs of rising rates (expensive money):
- What impact have rate increases had on the markets and have we felt their full effect?
- Was the market bounce in January a new bull or a head fake in the context of a broader bear?
- What might work in the new paradigm?
- High EP stocks
- Emerging and International market companies
- Commodities out in front of the EV boom—nickel, copper, lithium, etc…
- Nuclear—uranium and other pick-and-shovel opportunities in this space
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