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The Contrarian Investor Podcast

May 7, 2019

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.