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FCXSCCOADMBULLISHFLIPPEDTHE JULIA LA ROCHE SHOW · BEARISH IN JULY → BULLISH IN AUGUST

Commodity mix as a multi-year portfolio base

The guest argued for having a commodity base in a portfolio, as commodities are expected to outperform over the next decade.

THE JULIA LA ROCHE SHOW CHANGED ITS VIEW

BEARISH FOR 5 WEEKS, THEN THE TURN
THEN21 JUL · BEARISHCheap valuations in old-economy cyclicals like copper, uranium, energy, and oil services present favorable risk/reward profiles.NOW25 AUG · BULLISHThe guest argued for having a commodity base in a portfolio, as commodities are expected to outperform over the next decade.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE