Paulo Macro on Rolling Bubbles in Commodity Markets

We had the delight of having a detailed & candid chat with Paulo Macro.
Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style.

Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more.

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CHAPTERS

0:00:00 Introduction
0:01:30 Paulo's investing frameworks
0:08:20 Getting hyped on uranium
0:31:40 What next for gold
0:36:25 Which commods will the election impact
0:40:58 Are PGMs attractive?
0:49:50 The structural bull market in copper
1:06:40 Mining M&A
1:10:30 Bullish energy

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
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