Can Copper’s Craze Continue?

Published on
November 20th, 2017
Duration
29 minutes

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24

Can Copper’s Craze Continue?

The Big Story ·
Featuring JP Moreno

Published on: November 20th, 2017 • Duration: 29 minutes

Copper and the base metals have rallied strongly over the past 12 months, but how much of this market is driven by technicals, speculation and algo funds? In this ‘Big Story’ on the Base Metals, we’ll ask traders, analysts and dealmakers in the resources space, to see if copper can really count on future expected demand, or if a correction is coming.

Comments

Chapters

  1. 00:01:26
    The Recent Rally
  2. 00:04:30
    Aggressive Chinese Trading
  3. 00:06:02
    Copper’s Macro Expression
  4. 00:09:37
    Bottom of the Bear Market
  5. 00:13:52
    Base Metal Technical Analysis
  6. 00:16:52
    Demand Creation or Supply Destruction?
  7. 00:20:42
    Risk and Reward Opportunity
  8. 00:24:23
    China’s Market Potential
  9. 00:27:37
    Wrapping It Up

Mark Yusko

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Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets.

Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation.

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