Playing the commodity side is quite tough since you have to deal with futures contracts. For copper, play the copper miners and ETFs like COPX. He prefers ZMT, which is broader base metals. There is a reflation trade and electrification of the world. Copper is crucial in this.
Playing the commodity side is quite tough since you have to deal with futures contracts. For copper, play the copper miners and ETFs like COPX. He prefers ZMT, which is broader base metals. There is a reflation trade and electrification of the world. Copper is crucial in this.