“An Empty Room Kinda Guy” (Guest: Robert Mullin)
The Market Huddle
00:00
Investment Dynamics in Resources and Energy
This chapter explores the shifting landscape of investment in gold and the energy sector, focusing on trends in institutional investments and the impact of decarbonization. It highlights the challenges from past over-investments in commodities while emphasizing strategic approaches in today's market environment. The discussion also examines current dynamics in copper and natural gas, reflecting on the influence of AI-driven market strategies and geopolitical factors.
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