Copper Supply: A Train Wreck | Teo Dechev

7 months ago
1.83K

Copper demand is going to outstrip supply, says Teo Dechev, CEO of Mundoro Capital. Even without more EVs & electrification, copper supply will be tight, she notes. With electrification, the upcoming supply/demand imbalance is "almost like a slow moving train wreck," she says and explains why Mundoro Capital is uniquely positioned to benefit in the coming years.

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0:32 Mundoro Capital update
6:00 Owning stocks vs metals
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