In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay.They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario.Key times:The US economy has been incredibly resilient - can it keep powering ahead? Meaningful moves in tech stocks: Nvidia (NASDAQ:NVDA): Tech opportunities in the current market cycle: TSMC (NYSE:TSM): Qualcomm (NASDAQ:QCOM): Commodities performance and outlook: Teck Resources (NYSE:TECK): Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.