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resources

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Brendan O'Connor · across every show →

Everything said about resources, oldest first

Feb 5, 2026 bullish
Prediction Not checkable as stated
O'Connor: Deglobalization and sticky inflation are highly bullish for natural resources
“We're in a world with high for longer sticky inflation, certainly a breakdown of the free trade agreements that were happening so easily. Previously, there's a lot of re-onshoring. Unfortunately, we've seen the best of the geopolitical environment from securit…”
Brendan O'Connor Feb 5, 2026 ▶ 16:43 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 neutral
Assertion Supported
O'Connor: Australian resources shrunk from 65% of the equity market to 25%
“Resources today represents about 25% of the equity market. If you go back to the late sixties and seventies, resources as a percentage of the Australian market was as much as 65%.”
Brendan O'Connor Feb 5, 2026 ▶ 16:18 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
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