S3 Ep17: One of the Greatest Times Ever to Live w/ Alexander Stahel
Mark Fairbairn hosts a striking commodities focussed podcast with resource & commodities investor Alexander Stahel. Alexander is extremely knowledgable in this sector and he predicts a once in a lifetime opportunity for resource investors. 00:00 - Introduction & Thoughts on the Market The long-term re-allocation of capital from long duration assets into cyclical assets 12:43 - Personal Background & Brug Graben Business Who’s doing what and why 19:05 - Understanding the Cyclical Nature of the Sector The sector is at a cyclical low, a major super cycle for green metals (lithium, nickel, copper cobalt) presents a once in a lifetime opportunity 34:20 - Fundamentals Driving Metals Prices/Demand 37:18 - Copper 47:25 - Nickel & Lithium 49:14 - Hydrocarbons - Natural Gas & Oil 52:00 - Gold 57:33 - Finding the Opportunities We have time; how do we prepare to capitalise