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SECTOR ETFXMECOPXBULLISHSubstantive discussion · 3/5

No single ticker was named. Metals & mining ETFs are one way for retail investors to get exposure. Not a recommendation.

Structural talent deficit creates edge in junior mining

The guest argued that a multi-decade lack of institutional talent in mining creates a persistent information and alpha edge in junior mining equities.

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