Have We Reached Peak Cheap Copper? With Warren Irwin, Jamie Keech, Ivan Bebek, Paul Harris
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Jay is joined by a panel of experts in the copper space to get their views on where the sector is headed, including the major tailwinds currently driving the sector. The panel also discusses how they would construct a copper portfolio and answers the key question: have we reached peak cheap copper?
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00:00 Introduction
01:10 Panelist Introductions
01:44 Macro Picture for Copper
08:28 How to Incentivize Copper Supply
13:19 How to Build a Copper Portfolio
#copper #copperstocks #basemetals
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