In today’s Exponential Investor…
- My takeouts from the Rule Symposium
- Why is copper taking centre stage?
- It pays to be patient
Sam is out of action this week, but that’s fine by me.
Judging by the length of today’s podcast, it appears I have a lot to say.
I’ve returned from the Rule Symposium this week, and this week’s podcast is dedicated to some of my learnings from there.
First and foremost, copper was the biggest topic from almost all of the experts who graced the stage. It didn’t matter whether it was a keynote speaker or a panellist, the lack of investment in bringing new copper mines online was keenly discussed.
Another learning from the conference came from one CEO who has spent nearly 30 years trying to get a mine up and running in Africa. Without blinking at the controversy it might cause, he told the audience that he prefers to hire women to run his mines because he believes they do a better job than men.
However, perhaps the most important lesson from the past four days, was patience. Many investors asked the question of when stocks would pop. Or when commodities would finally start to bounce back up. As Rick put it during the conference, sometimes you just have to buy good-quality assets and be patient.
Rather timely advice.Click below now to listen to this week’s Exponential Investor podcast.
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Until next time,
Co-editor, Exponential Investor