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Nick Hodge – Macro Movers, 2 Site Visits, & Investing in Copper, Gold, And Critical Minerals Stocks

The KE Report May 29, 2026

Summary

Nick Hodge analyzes macroeconomic headwinds including Middle East geopolitics, rising inflation, and sovereign debt, noting markets continue reaching all-time highs.

Copper equities are highlighted as a strong investment opportunity due to all-time high copper prices, with specific focus on developers in safe Americas jurisdictions.

Gold's recent pullback is framed as a buying opportunity, with structural drivers for the long-term precious metals bull market remaining solidly in place.