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commodity cycles

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2025 by Turner Caldwell · across every show →

Everything said about commodity cycles, oldest first

Jul 23, 2025
Insight
Caldwell: Build mining infrastructure at the trough of commodity cycles
“You actually want to be building infrastructure at the bottom of commodity cycles, not at the top of commodity cycles.”
Turner Caldwell Jul 23, 2025 ▶ 46:48 The U.S. Can’t Build AI Without These Materials
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