Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses copper as a theme.

Bill likes Will. You should listen to Will. Will is a solid dude.

Sponsorship Information

Thank you to ⁠⁠Trata⁠⁠ for sponsoring the show.

If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠trytrata.com/brew⁠⁠ OG Sponsor Shoutout!

Thank you to ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ for sponsoring the show.

DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.

The ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need.

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And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠’s data is updated within minutes of earnings reports.

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