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Analog Gold Is Better Than Digital Gold With Jason Burack

Lead-Lag Live

00:00

Supply-Demand in the Commodity Space

People should stay away from a lot of the base metal companies unless they're doing an enormous amount of research on cost. Longer-term, some of these base metals, the supply to man fundamentals are breaking down because of China slowing down enormously. But at a certain point, if they're caucerizing and the metals prices are falling, then you're also looking at mine shutting down and supply problems.

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