Скачать или смотреть Commodities vs Tech Stocks: Which will be the bigger winner in the AI Revolution?

Today, Darrell Thomas sits down with Thomas George, portfolio manager at Grizzle Research and former Head of Commodities at TD Asset Management. They dive into the philosophy behind the DART ETF — a barbell strategy balancing disruptive tech like Nvidia with essential commodities such as copper, natural gas, gold, and uranium. Thomas explains why AI, data centers, and critical minerals are reshaping the global economy and shares his outlook on gold and passive ETFs.

Check out Thomas' work:
https://grizzle.com/
https://research.grizzle.com
https://etf.grizzle.com
https://x.com/thomasg_grizzle

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00:00 – Intro
01:44 – The vision behind the DART ETF: disruption meets resources
03:34 – Why commodities are essential for technological revolutions
06:17 – Are we in an AI bubble? Nvidia and tech valuations explained
16:59 – Tariffs, pricing power, and Nvidia’s unique market position
19:17 – Gold and Bitcoin positioning within the ETF
20:58 – How passive ETFs distort gold equity valuations
24:52 – Why small and mid-cap gold stocks are undervalued
27:26 – The role of M&A in revaluing the gold sector
28:26 – What Thomas looks for when meeting mining company CEOs
32:04 – Natural gas, uranium, and the energy powering AI data centers
36:33 – How DART positioned early for major macro trends
40:51 – Staying flexible: lessons from cannabis and growth investing
48:28 – Where to find Grizzle Research and ETF resources

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