Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
More Videos
Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)
Identifying the great, but out-of-the spotlight companies that support the current tech revolution
Watch Now
“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)
Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
Watch Now
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
Watch Now
