Commodities Are the Play: Marketgauge Group

The video discusses the current state of bond markets and their impact on equities, particularly the NASDAQ. It highlights the resilience of the market despite potential downturns and explores the possibility of a trading range or stagflation scenario. The speaker emphasizes the importance of commodities, noting their undervaluation compared to equities, and suggests a cautious approach to equity investments. The discussion also covers global market dynamics, with a focus on emerging markets and the effects of deglobalization on the US market.

What commodities does the speaker believe are undervalued?

What geographical markets does the speaker suggest are performing well?