Eric Fry of The Oxford Club shares his thoughts on the base metals sector, precious metals and stock picks.
For Eric Fry, The Oxford Club’s macro strategist, we are in the early stages of a new commodities cycle that will last anywhere from eight to 10 years, led by a green energy revolution that will increase demand for base metals.
“This commodities cycle is different to others in that it has been poor in some sectors, such as energy and agriculture. But I believe one of the most interesting places to be right now is in the base metals,” he said.
Fry explained why he is bullish on copper demand and copper prices in the years ahead. He also shared what investors should watch for in the nickel market.
He thinks precious metals are are not going to lead the cycle, but investors looking to jump into that sector should focus on the platinum-group metals, in particular platinum and palladium.
Finally, Fry shared his top stock picks and what companies he is following right now in the junior mining sector.
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Securities Disclosure: I, Priscila Barrera, hold no direct investment interest in any company mentioned in this article.
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