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MacroVoices #386 Lyn Alden: Energy, Inflation & much more

Macro Voices

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Copper: A Cleanest Risk Reward

The long-term case is still very bullish there but I think the trigger you want to probably look for is some signs that leading economic indicators are turning back up rather than kind of still in this in this malaise that they've been in. You mentioned battery metals and I'm particularly curious about what you think cyclically about where we are in the timing of that story. It feels like that's kind of wearing off now and I wonder if we're at the com at the end of the first initial you know fascination where maybe this is the dip we want to buy.

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