Matt Zabloski's guest appearances

Matt Zabloski

The Contrarian Investor Podcast

Jim Chanos

Henry D. Wolfe

Tobias Carlisle

Chris Stanton

Barry Knapp

Mark Jones

Jim Osman

Gregory Mariasch

David Kreinces

Denise K Shull

Andrew Redleaf

Jonathan Boyar

Nicholas Shaxson

Nancy Davis

Gad Levanon

OwlTail

The metals and mining sector of the equities market has effectively gone nowhere for more than a decade. That may be about to change, according to Matt Zabloski of Delbrook Capital. A supply/demand imbalance faces the copper market (4:30) and there are ways for investors to profit. Electric vehicles are part of what will drive demand (5:38), leading to higher prices (8:30). Delbrook Capital's approach (10:37), the coming consolidation (11:48). Background on Delbrook (15:18). Devil's advocate (18:45). Best ideas and stock pick (23:08). Not intended as investment advice.

The metals and mining sector of the equities market has effectively gone nowhere for more than a decade. That may be about to change, according to Matt Zabloski of Delbrook Capital. A supply/demand imbalance faces the copper market (4:30) and there are ways for investors to profit. Electric vehicles are part of what will drive demand (5:38), leading to higher prices (8:30). Delbrook Capital's approach (10:37), the coming consolidation (11:48). Background on Delbrook (15:18). Devil's advocate (18:45). Best ideas and stock pick (23:08). Not intended as investment advice.

The Case for Mining Stocks, with Matt Zabloski, Delbrook Capital