rare earths

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 29, 2024 by Raphael Arndt · across every show →

Everything said about rare earths, oldest first

Jan 29, 2024 bullish
Disclosure
Future Fund Added Rare Earths and Metals to Hedge Stagflation
“We think commodities are one of the few things that have worked through stagflationary periods and inflationary periods, and we see no reason to think the future will be different, but you've got an added tailwind now that in the decarbonized economy, a lot of…”
Raphael Arndt Jan 29, 2024 ▶ 18:28 Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
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