Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD
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Copper is now on the move and has risen to two-year highs north of $4.50.
We have been saying the next leg up for commodity prices was here. And now it’s starting to play out in earnest.
Last week saw BHP bid $39 billion for Anglo American to get more exposure to copper. And a bidding war isn’t out of the question.
Copper stocks have moved higher across the board in recent weeks.
This commodity breakout is underpinned by higher-for-longer interest rates that are being spurred by higher-for-longer inflation.
The next phase of the commodity supercycle is indeed unfolding.
And that’s one reason uranium remains bullish as well.
Plus, as we head into the election, more eyes are turning to the legislation and regulation around the cannabis market.
I get to all these topics and more in a solo edition — the 267th — of Investing in Bizarro World.
If that isn’t enough to lure you in, I also talk about investing in macro themes via country ETFs, with a focus on China and France.
It’s all in the 267th episode of Investing in Bizarro World.
0:00 Intro
1:24 Rising Yields, Rising Inflation, Rising Commodities & Gold
6:25 Why Uranium Remains Bullish
9:46 Cannabis Market Update
14:27 Macro Country ETF Themes: China & France
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