Are commodities entering a stealth bull
market? In this episode of In the Money with Amber
Kanwar, portfolio manager Bob Thompson makes the
case for why investors should look beyond tech
and get serious about the next major cycle:
commodities.
Bob explains why gold, copper, uranium, and fertilizer
stocks are poised for long-term
outperformance and why we may already be in a
commodity bull market that most investors are
missing. From underinvestment in
mining to decade-long US dollar cycles, he
breaks down the macro forces driving this pivot
and the historical parallels that suggest a major reversion is
coming.
In the mailbag, Bob names top Canadian stocks
and sectors he’s quietly building positions in including
Nutrien (NTR), Capstone Copper (CS), ARC Resources
(ARX), and Canadian Natural Resources
(CNQ). He also shares his outlook on Barrick
Gold (ABX), Cameco (CCO), and Telus (T), plus insights
on the TSX Venture’s recovery and why
gold has outperformed the S&P 500
since 2000.
Then in his Pro Picks segment, Bob highlights 3
top-performing funds across energy and mining:
the Sprott Physical Silver and Miners ETF (SLVR), the
Dynamic Active Mining Opportunities ETF (DXMO), and the
Ninepoint Energy Fund all backed by managers
with serious alpha-generating track records.
If you’re questioning U.S. tech valuations, considering
inflation hedges, or wondering how to invest in a
multi-year energy and metals supercycle, this
episode is packed with high-conviction, data-backed
insights you won’t want to miss.
Timestamps
00:00 Show intro
2:40 Why Bob Thompson thinks commodities will be the place to be
for the next decade
05:20 Why are we in a stealth commodity bull market?
08:05 How to think bout being a commodity investor
10:50 The companies you should consider investing in during a
commodity bull market
12:50 In order to get the macro picture right, you have to get
the U.S. dollar call right
16:00 History doesn’t repeat itself but it rhymes
20:30 Crypto & gold
22:10 Why the TSX venture is poised to outperform
24:20 The AI trade as a commodity trade
26:00 Risk and reward in commodities and investing
31:00 ITM Mailbag: Why Bob likes gold, silver, copper and
agriculture stocks
36:30 Arc Resources stock (ARX.TO)
37:45Canadian Natural Resources stock (CNQ.TO)
42:40 Barrick Gold stock (ABX.TO)
46:00 When to take profits in gold
49:40 Favourite non-commodity stock: Telus (T.TO)
51:30 Bob’s Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. Learn more at
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit raymondjames.ca today to
discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
ATB.com/inthemoney for more information.
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In the Money delivers expert stock picks, market analysis, and
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Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
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