No single ticker was named. Metals & mining ETFs are one way for retail investors to get exposure. Not a recommendation.
Commodity supercycle began in 2020, not 2022
The guest argued the current commodity upcycle began with the 2020 COVID lows, driven by a long-term capex deficit, and that geopolitical events like the Russia-Ukraine war or Strait of Hormuz closure are accelerants, not the primary catalyst for a new supercycle.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.