Money of Mine Getting up to Speed on Commodities (Bentley Atteberry)
We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities.
Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector.
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(0:00:00)Introduction
(0:03:28)Copper wild ride
(0:09:27)Copper market structure
(0:18:42)The next few years in Cu
(0:20:49)Long term aluminium bull?
(0:34:18)The tin set up
(0:46:07)Challenges in nickel
(0:49:16)Lithium learnings from China
(1:08:39)Is China bullish EVs
(1:11:32)Is long PGMs consensus