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SECTOR ETFXMECOPXBULLISHCore thesis · 5/5

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

A multi-year commodity bull cycle begins

The structural thesis presented: decades of underinvestment and low CapEx in base commodities, combined with geopolitical shifts, mark the start of a multi-year commodity bull market.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
A multi-year commodity bull cycle begins · Zortix