Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 18 Sep
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
Basically,
put yourself in a situation where you can benefit from growth, but you're not overexposed to recessionary conditions.
You can benefit from stable pricing, but you are able to fend off inflation.
I think that Freeport-McMoran gives you that commodity exposure in the form of a stock, so you don't have to deal with all those futures markets that we were talking about earlier in the show.
It kind of counts a little bit as an allocation to gold, which a lot of people have been wondering, okay, well,
How do you do that?
Is that something that you should do when the price has already gone up so much?
I think it's a good balance with Freeport-McMoran because their big thing is more copper than it is gold, but you still get the gold exposure as an icing on the cake.
I'm just sticking with my weird name portfolio here, I guess.
But two more real quick.
Truist Financial, TFC.
Regional banks are out of favor.
They might remain out of favor for a while.
But you get Truist Financial, a good company in the Southeast and Mid-Atlantic, a decently run bank trading below book value and with almost a 5% dividend yield.
These are the times to ride through the headwinds and find good banks.
Last one, we talked about space economy.
I have to have my rocket ship.
Rocket Lab is my pick for this space economy.
I like it better than SpaceX, even if they're both public.
$38 billion today.
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