This presentation illustrates the process and framework of Matthew Zabloski, the metals and mining-based portfolio manager at Delbrook Capital. Zabloski shares his thoughts on a potential commodity supercycle, and takes a data-driven look at the markets for gold, copper, nickel and even vanadium. This report in no way is a solicitation to non-accredited investors, and its contents are discussed at length in Zabloski’s interview on Real Vision Live: https://rvtv.io/3CRSazg
