52:42
Essential
•The Essential Conversation
Mining for Copper: Opportunity in Risk
Daniel Earle shares his insights on the copper market, mining economics, and the effects of new political regimes in South America on basic metals.
Featuring Daniel Earle & Jack Farley
Jun 21, 2021 • 52 minutes
Real Vision editor Jack Farley welcomes Daniel Earle, president & CEO of Solaris Resources, to discuss the copper market, mining economics, and the effects of new political regimes in South America on basic metals. He believes that copper is experiencing a structural bull market due to robust demand recovery coupled with supply restraints that are slowly returning to pre-pandemic levels. Earle draws on his experience as an equity research analyst to illustrate his framework for analyzing mining companies and projects. Filmed on June 14, 2021.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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