First half review of the markets for 2024

First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to

the episode for a review of market returns for the first half of 2024. The conversation

turns to a detailed analysis of Nvidia returns, including a history of the company and an

outlook for other companies in the semiconductor industry. Chris asks Brian about his

outlook of the fixed income sector. The dialogue turns to thoughts about copper, gold,

and how commodities may or may not fit into an investment portfolio.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:


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