HCM Market Brief Episode 1: Precious Metal Selloff, AI, and Market Metrics
In the first HCM Market Podcast, Doug Johnson and Dan Rink discuss recent market volatility—highlighted by a sharp correction in gold and silver—alongside shifts in dollar strength, interest rates, and equity leadership, while emphasizing the importance of separating long-term investing from short-term speculation. Despite dramatic headlines, they conclude that economic fundamentals remain solid, opportunities are emerging in select areas such as software and value-oriented equities, and disciplined, diversified positioning remains appropriate.