Why 2026 is the Year of Resources - Luke Laretive
Equity Mates Investing Podcast
Why Many Fund Managers Miss the Trade
Luke explains mandates, style drift and why some managers use contractors as proxies rather than owning resources directly.
Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.
We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.
For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe
In this episode:
01:55 Why 2026 is the year of resources
06:27 What’s driving prices
09:09 Why many fund managers will miss the trade
12:36 Top picks by commodity
17:10 The big miners: BHP, Rio & merger talk
21:02 Lithium outlook
22:52 Two stocks with 10-bag potential
24:44 Portfolio construction & commodity exposure
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