Peter Boockvar, CIO of Bleakley Advisory Group, believes that we’re on the cusp of a full-blown recession — and in this interview with Jake Merl, he discusses what that could mean for metals markets. Boockvar revisits the secular bull case for copper, highlights the recent price action in gold and silver, and makes a suggestion for how traders should position themselves at this point. Filmed on August 15, 2019.
J.C. Parets, CMT, of All Star Charts, is paying close attention to copper markets. In this episode, Parets explains what traders are missing when they say copper is in a head and shoulders topping formation. He also analyzes the huge disconnect between commercial and speculative futures positioning, and touches on a way to the play his copper thesis with equities. Filmed on August 14, 2019 in Sonoma, California.
Tony Greer, founder of TG Macro, lays out his bullish trade on mining company Freeport-McMoRan. He highlights why the stock has been able to maintain its uptrend, despite copper’s recent slide, in this interview with Justine Underhill. Filmed on July 12, 2018.
Bob Iaccino, co-founder & chief market strategist of Path Trading Partners, discusses why copper’s recent fall presents a great buying opportunity. He uses technical analysis to review the charts and explain the thesis behind his trade. Filmed on September 24, 2018.
“It’s mob rules when it comes to price action,” according to Bob Iaccino, co-founder of Path Trading Partners. In this episode, Iaccino unpacks key concepts in technical trading, using copper price action in the wake of China trade negotiations. Concepts include: Price channels, clear paths, and viewing a trade through multiple times frames and moving averages to shed light on price action. Filmed on March 26, 2019 in Chicago.
Gold: The Story of Man's 6000 Year Obsession - Episode 1
Grant Williams presents the definitive analysis of gold, in a brand new two-part Real Vision documentary, to understand why gold became money and has outlasted every alternative currency for thousands of years. Featuring an incredible collection of experts and market analysts, Episode One charts the history of the yellow metal, and shows us why gold has retained its unique place at the center of the global financial system.
Copper and the base metals have rallied strongly over the past 12 months, but how much of this market is driven by technicals, speculation and algo funds? In this ‘Big Story’ on the Base Metals, we’ll ask traders, analysts and dealmakers in the resources space, to see if copper can really count on future expected demand, or if a correction is coming.
Peter Boockvar, CIO of Bleakley Advisory Group and editor of the Boock Report, returns to Real Vision to discuss his bullish outlook on copper. He notes electric vehicles as one of main drivers for future demand, highlights the supply deficit situation, and considers Southern Copper as the way to trade his thesis, in this interview with Jake Merl. Filmed on April 25, 2019.
What kind of future are we building with the tools we have today? As Justine Underhill continues to answer that question, she examines the consequences of our reliance on rare earth metals, which play crucial roles in cell phones, laptops, TVs and speakers. These metals are also essential for new “green” technologies, including wind turbines and electric vehicle motors, but the way they are mined could be an environmental disaster. Justine investigates how China rose to dominance in rare earth production, and shakes the web of fragile supply chains, as she speaks with Julie Klinger, author of Rare Earth Frontiers, Masato Sagawa, the inventor of rare earth magnets, metals trader Michael Rapaport, and the owners and operators of MP Materials, the only rare earth mining site in the U.S. Filmed in 2018 and 2019 in New York, Boston, Las Vegas and Mountain Pass, California.
Tony Greer of TG Macro runs through the fundamental case for copper. He hits on supply & demand, notes key drivers to the thesis, and explains how to take advantage of the opportunity, in this interview with Justine Underhill. Filmed on February 27, 2019.