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Feb 2024
59m 7s

Global X's Palandrani looks at the power...

CHUCK JAFFE
About this episode

Pedro Palandrani, head of research at Global X, says that the continued evolution of the electric vehicle market will make it so that lithium and copper companies are the next equivalent of the Big Oil stocks, but he worries that the industries are among the most sensitive globally to geopolitical risk, which he says investors should factor into their allocation decisions. In honor of the upcoming Valentine's Day holiday, David Trainer, founder and president at New Constructs foregoes the Danger Zone in favor of talking about an attractive stock this week, and he singles out Photronics as a company which despite good recent numbers has a long way to go. Plus Dan Skubiz, chief investment officer and senior portfolio manager at ZCM, makes his debut in the Market Call talking about investing in small=-cap stocks at a time when a few mega-cap names have been dominating the market.

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