Explore Metals, Minerals, Banks
The idea:
I’d take a three-pronged approach. First, I would take risk through a growth opportunity. Second would be an investment I’d consider more stable. And third, I would add an opportunistic investment that has lower correlation to the other two. In practice, that means exposure to key industrial metals and critical minerals tied to the AI capex buildout, along with industrial companies supplying the derivative businesses around data centers. For the more…