Episode #20 | February 2026: You can't make this stuff up! скачать в хорошем качестве

Episode #20 | February 2026: You can't make this stuff up!

In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg to unpack the key market moves since the start of 2026—from surging precious metals and shifting rate expectations to bond market signals in Australia and Japan. They’re also joined by resources specialist Stephen Gorenstein to explore what’s driving the commodities rally, why this cycle may be more selective than past “supercycles,” and how he’s positioning the ARI fund across themes like gold, copper, and critical minerals Recorded on 2 February 2026. https://sghiscock.com.au/ Follow us on LinkedIn:   / ⁠   The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disc...