The Market Huddle MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
Apr 3, 2024
Will Thomson, Founder of Massif Capital, discusses copper, mining sector returns, down and out commodities. Topics include recession threats on spending decisions, investing in copper over gold, importance of management teams in mining investments, dispersion of results in energy/materials/industrial companies, and investment opportunities in emerging markets post-COVID era.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Navigating Recession Threats and Investing in Copper
01:45 • 14min
Investing in Mining Companies: Focus on Management Teams
16:09 • 4min
Dispersion of Results in Energy, Materials, and Industrial Companies
20:33 • 7min
Investment Opportunities in Emerging Markets Post-COVID Era
27:14 • 7min
Information on Guest's Firm and Research
34:29 • 2min