MI253: The Bull Case For Commodities w/ Lucas White
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The World Is an Unpredictable Place, Will There Be Shortages?
I wanted to get into the clean energy side of things with you later, but I'll just ask this now since you touched on lithium and copper. You mentioned that supply could be constrained and I was wondering, where do you see those metals going? Because on one hand, if the supply can meet demand, then the price might not go up as much as expected. But do you, I guess, is your view then that you think there will be real shortages in some of these key metals that are needed for clean energy and all these other applications? Unless something happens that isn't happening now, there will be shortages.
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