We Asked David Finch About 8 Polarising ...

Gold, copper, tungsten, antimony, macro, micro… we cover it all in this ep with David Finch. 

We’ve got one of the sharpest operators in the commodity investment landscape on the show today. 

He joins us to chat through:  

• Commodities from a macro lens 

• The cost pressures facing companies 

• What margins are looking like 

• How equities have performed against the underlying 

• + a heap of the companies he follows closely 

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TIMESTAMPS  

(0:00) Hot Streak in Miners
(2:30) Gold Bull Case Stages
(5:30) Why Gold Stocks Outperform
(8:00) Barrick Strategy Questions
(10:50) M&A Discipline Debate
(14:10) Costs, Diesel, and Inflation
(18:40) Energy Metals Copper Run
(24:50) Rapid Fire Company Takes
(40:50) Wrap Up, Risks, and Thanks

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DISCLAIMER 

All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠.