Carol Masser

Your flight to safety is in gold and metals.

Why?

Because of geopolitics.

Worries about Greenland.

Worries about a dial-up in tariff threats going towards Europe and what their response might be.

You keep your eyes peeled on what's happening from China.

the focus of geopolitics in President Trump.

But move on to some of the individual names that are underneath the hood.

Look, it doesn't help the Nasdaq 100 if you're wiping out $150 billion in market capitalization of Nvidia, having its worst day again in more than a month.

But I'm also looking at some companies that still see love.

Intel, Web Bush says we think that overall we're going to see earnings better than expected.

We're seeing HSBC, Seaport both saying the CPU side of the equation, the ideas of PCs, also the ramp up in Foundry are looking good.

We are up

Well, the 30% year-to-date for Intel.

But I'm looking also at strategy that sells off the worst in a month because Bitcoin's down, crypto's lower, and we're worried about the banking Senate committee looking at that market structure deal at the moment.

Ed, what are you keeping an eye on?

action in private markets as well.

Toronto-based venture firm Georgian has led a US$15 million funding round in Dominion Dynamics, the firm's first defense tech investment.

It comes, as you just said, as interest in Arctic security picks up.

Joining us to discuss, Margaret Wu, lead investor at Georgian.