Harry Watt, Portfolio Manager at Market Matters and investment Advisor at Shaw and Partners joined us to talk future-facing commodities. He expects a rebound to occur with demand for EV still growing and undersupply to remain. He expects the market to remain volatile, but names Global Lithium (GL1) as a stock to watch in the space. On rare earths, Harry expects the demand will continue despite Tesla (TSLA) saying it is endeavoring to use less. He's looking to add to his position in Lynas (LYC) on any pullback.
Listen for Harry's thoughts on copper and whether the team is looking to add exposure and where...