Copper as a Megatrend and The Raging Inflation Debate

Published on
May 17th, 2021
Duration
44 minutes


Copper as a Megatrend and The Raging Inflation Debate

Insider Talks ·
Featuring Roger Hirst

Published on: May 17th, 2021 • Duration: 44 minutes

Real Vision managing editor Roger Hirst breaks down the most central points of discussion from May’s episode of Insider Talks. Roger paints a picture of how U.S. labor markets are faring, explaining the elements at play, and he provides his perspective on the raging inflation debate. He also goes in-depth on the copper trade, exploring the likelihood of it becoming a megatrend, as well as what’s occurring in gold alongside the current behavior of bond yields. Finally, he analyzes some of the changing dynamics of equity markets such as some retail froth being taken out and the continual rollover of the “darling stocks” and discusses how to play it.

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