Hot Picks: Copper, gold and lithium stocks in focus
BNN Bloomberg
Mining analyst sees copper, gold and lithium stocks benefiting from supply constraints, electrification and long-term demand trends.
BNN Bloomberg spoke with Cole McGill, mining equity research director at Stifel Financial, who said macro themes such as de-dollarization, electrification and constrained supply are supporting a revaluation of hard assets.
Read the full transcript below:
LINDSAY: Welcome back. It’s time now for Hot Picks, and today we are zeroing in on three plays in the mining sector. Our next guest has picks in copper, gold and lithium. Let’s get more perspective from Cole McGill, director of mining equity research at Stifel Financial. It’s good to have you join us. Thanks so much.
COLE: Thanks for having me. Good to be back.
LINDSAY: Before we get into your actual Hot Picks, I just want to talk about the metals sector as a whole. Gold is down today, copper is down, lithium is down. But you say this has the potential to benefit forward-thinking investors. Why is that?
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