The Case for Mining Stocks, with Matt Zabloski, Delbrook Capital

The metals and mining sector of the equities market has effectively gone nowhere for more than a decade. That may be about to change, according to Matt Zabloski of Delbrook Capital. A supply/demand imbalance faces the copper market (4:30) and there are ways for investors to profit. Electric vehicles are part of what will drive demand (5:38), leading to higher prices (8:30). Delbrook Capital's approach (10:37), the coming consolidation (11:48). Background on Delbrook (15:18). Devil's advocate (18:45). Best ideas and stock pick (23:08). Not intended as investment advice.

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.