In the latest episode of our Fat Tail podcast What’s Not Priced In, our Editorial Director Greg Canavan spoke all things commodities with James Cooper. They discuss how this cycle is different to the secular bear market experienced in commodities from 2012–16. They focus specifically on the carnage in the junior mining sector. James explains why this sector is the area speculative investors should be looking at to position for an expected big recovery in the years ahead. We thought it would be a great episode for Fat Tail Commodities readers to tune into. Enjoy.
More from James Woodburn
‘Phase One’ Investing…Why Now?
If you want a little more specifics on Phase One investing, we held a presentation late last week that outlined all the details of James’s trading rationale, and what makes Mining: Phase One unlike any other mining trading service we know of.
Trader’s Corner — Why Do You Trade?
The only way I have found to move forward rather than backwards is to accept that I am a risk manager first and a trader second.
James Woodburn is the editor for
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