
Chinese rare earth firms are halting some US shipments amid escalating geopolitical tensions, raising the stakes in what has become one of the most consequential supply chain battles of our era. Rare earth elements underpin everything from electric vehicles to defense systems, and a sustained cutoff would reverberate across multiple sectors of the economy.Today's Stocks & Topics: Universal Health Realty Income Trust (UHT), Market Wrap, Interest Rates, Lam Research Corporation (LRCX), China's Rare Earth Export Halt: When Supply Chain Leverage Becomes a Market Weapon, HF Sinclair Corporation (DINO), Investing in Land and Timber, T. Rowe Price Group, Inc. (TROW), The Progressive Corporation (PGR), Brown & Brown, Inc. (BRO), Fed Meeting.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World

Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio

AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption

Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again
Free AI-powered recaps of InvestTalk and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.