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SECTOR ETFXMECOPXBULL CASEIn depth · 4/5

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

Underinvestment and geopolitics drive resource bullishness

A three-decade period of underinvestment combined with supply chain reshoring is driving structural upside across multiple natural resource commodities.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Underinvestment and geopolitics drive resource bullishness · Zortix