Bonds, Commodities, and the Fed's Moment of Truth - a podcast by Real Vision

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).
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