Bob Thompson: The Case for the Next Leg in the Bull Market

By Herman James / June 20, 2022 / marketsanity.com / Article Link

Palisades Gold Radio, Released on 6/20/22

0:00 - Introduction0:36 - Resource & Equity Cycles6:35 - Printing & Growth Stocks7:58 - S&P Vs. Gold Ratios11:00 - Commodity Structures14:45 - Margin Compression16:17 - Pandemic & Inflation20:34 - Tightening Policies23:08 - Fed Recession/Inflation25:09 - Alexander Tytler28:25 - Canadian Bubbles32:18 - Strategic Allocation35:27 - Market Strategies40:18 - The Mining Clock53:45 - Uranium Cycle1:01:09 - ESG & Opportunity1:06:13 - Copper & Silver1:12:15 - Wrap Up

Bob Thompson is a portfolio manager at Raymond James (Thompson Investment Partners). Bob is now a Certified Investment Manager and Accredited Investment Fiduciary professional with more than 20 years of experience in the financial services industry. Over the course of his career, Bob has established himself as a respected portfolio manager and one of Canada's leading authorities on customized investments. With an in-depth knowledge and scientific approach to financial markets, Bob and his team help institutions and select clients to meet their specialized financial goals. He has won numerous awards for portfolio management, and has established himself as a sought after media resource and industry speaker.

Bob Thompson: The Case for the Next Leg in the Bull Market added by Herman James on 06/19/2022View all posts by Herman James ?+'

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