Paulo Macro - Rolling Bubbles in Commodity Markets

We had the delight of having a detailed & candid chat with Paulo Macro.

Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style.

Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more.

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(0:00:00)Introduction

(0:01:30)Paulo's investing frameworks

(0:08:20)Getting hyped on uranium

(0:31:40)What next for gold

(0:36:25)Which commods will the election impact

(0:40:58)Are PGMs attractive?

(0:49:50)The structural bull market in copper

(1:06:40)Mining M&A

(1:10:30)Bullish energy