Will Thomson
Investor and resource-focused portfolio manager featured as the episode's guest, known for expertise in commodities and real assets such as copper, gold, and oil and for publishing investment letters referenced during the conversation.
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Jan 29, 2026 • 1h 30min
Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now
Will Thomson, an investor focused on commodities and real assets, returns with sharp takes on oil, copper and the capital hurdles facing heavy industry. He digs into permitting, financing and why modern mines are technically brutal. Expect bold comparisons between oil and gold, deep dives on copper demand, and candid thoughts on management and how ownership teaches research.
