John Petrides, Portfolio Manager at Tocqueville Asset Management, breaks down where he’s finding real value as markets face geopolitical and inflation pressure.
00:00 Introduction
00:09 Market outlook
01:13 Iran risk
03:25 Oil impact
04:52 Earnings focus
06:01 Bullish case
07:49 Navigating volatility
09:45 Where to find value
12:23 Big Tech pullback
14:35 Investor strategy
16:18 Rapid Fire: This or That
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