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.
36:04
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Quick takeaways
- Copper market outlook is positive due to supply tightness and macroeconomic factors.
- Challenges in meeting copper demand include supply obstacles and lack of new assets in mining sector.
Deep dives
Positive Outlook on Energy and Commodities Sectors
There is optimism regarding the energy and commodities sectors, with signs of improvement in global manufacturing PMIs and tightness in energy and materials markets. Despite concerns of recession holding back stocks, the potential for a Central Bank easing cycle has shifted sentiment.
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