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Paulo Macro on the Diffusion of the Global Commodity Market

June 21, 2024
  • Metal
  • Energy
  • Paulo Macro
Mining Stock Daily
By Mining Stock Daily
Mining Stock Daily

Paulo Macro, an experienced trader and investor, discusses his background and career in the finance industry. He shares insights on the commodities space, including metals, mining, energy, and agriculture. Paulo believes that the demand for commodities is becoming more diffuse, with emerging markets like India and Indonesia approaching a tipping point of per capita growth. He suggests that supply underinvestment over the past decade, coupled with emerging demand, could lead to a potential supercycle in commodities.

Paulo also highlights the importance of reallocating capital towards projects that are needed for future growth. The conversation covers various topics related to geopolitics, resource development, and investment strategies in the context of South and Southeast Asia, Latin America, and the copper market. The discussion touches on the missed opportunities of the Trans-Pacific Partnership under President Obama, the shift towards multipolarity in the global landscape, the potential for M&A activity in the copper sector, and the importance of jurisdictional risk in resource development.

For more information on Paulo Macro visit: https://x.com/PauloMacro

This episode of Mining Stock Daily is brought to you by... 

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Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠vgcx.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

#msd #miningstockdaily #msdlongform

Mining Stock Daily
Mining Stock Daily
Mining Stock Daily is a news-style briefing delivering the day's most important information out of the junior mining and mineral exploration sector. Content is published throughout the world on a dozen different platforms.
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