{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Why Commodities Could Be the Trade of the Decade","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5a50ff6d\"></iframe>","width":"100%","height":180,"duration":3756,"description":"Are commodities entering a stealth bull market? In this episode of In the Money with Amber Kanwar, portfolio manager Bob Thompson makes the case for why investors should look beyond tech and get serious about the next major cycle: commodities.\n\nBob explains why gold, copper, uranium, and fertilizer stocks are poised for long-term outperformance and why we may already be in a commodity bull market that most investors are missing. From underinvestment in mining to decade-long US dollar cycles, he breaks down the macro forces driving this pivot and the historical parallels that suggest a major reversion is coming.\nIn the mailbag, Bob names top Canadian stocks and sectors he’s quietly building positions in including Nutrien (NTR), Capstone Copper (CS), ARC Resources (ARX), and Canadian Natural Resources (CNQ). He also shares his outlook on Barrick Gold (ABX), Cameco (CCO), and Telus (T), plus insights on the TSX Venture’s recovery and why gold has outperformed the S&P 500 since 2000.\n\nThen in his Pro Picks segment, Bob highlights 3 top-performing funds across energy and mining: the Sprott Physical Silver and Miners ETF (SLVR), the Dynamic Active Mining Opportunities ETF (DXMO), and the Ninepoint Energy Fund all backed by managers with serious alpha-generating track records.\nIf you’re questioning U.S. tech valuations, considering inflation hedges, or wondering how to invest in a multi-year energy and metals supercycle, this episode is packed with high-conviction, data-backed insights you won’t want to miss.\nTimestamps\n00:00 Show intro\n2:40 Why Bob Thompson thinks commodities will be the place to be for the next decade\n05:20 Why are we in a stealth commodity bull market?\n08:05 How to think bout being a commodity investor\n10:50 The companies you should consider investing in during a commodity bull market\n12:50 In order to get the macro picture right, you have to get the U.S. dollar call right\n16:00 History doesn’t repeat itself but it rhymes\n20:30 Crypto & gold \n22:10...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}