10-Minute Contrarian

Ep214: Wait, Base Metals are Running??

6 snips
Jul 27, 2025
Dive into the unexpected surge in base metals, exploring lucrative opportunities for contrarian investors. Discover key indicators and strategies that could signal a profitable investment landscape. The podcast emphasizes the importance of monitoring monthly charts and highlights competitive dynamics between the U.S. and China. Get ready to rethink your approach to metals investing with fresh insights and investment tips that could lead to unique advantages.
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INSIGHT

Base Metals Ready To Run Long-Term

  • Base metals and related ETFs might soon give strong long-term buy signals according to their monthly charts.
  • Historically, these assets run for years during rebuilding phases after economic recessions.
INSIGHT

Base Metals Demand Beyond Recession

  • U.S. and China compete aggressively to secure power via growth, building regardless of recession risks.
  • This competition could drive base metals demand even outside typical post-recession cycles.
ANECDOTE

VP's Past Copper Price Calls

  • VP recalled correctly calling failures of prior copper price runs based on optimistic China infrastructure hopes.
  • This personal experience tempers confidence but also highlights uncertain sustainability of current metal price spikes.
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