This is the first episode of my podcast - working title: Rocks and Money. I'm a 15 year veteran of natural resource investing. You can find me at www.mattbadiali.net.

In this episode, I lay out my working thesis for copper. I think EV demand alone will drive a massive bull market in copper over the next 3 to 5 years. And I compare it to the bull market in oil from 2000 to 2010, when it went from $20 per barrel to $140 per barrel. That's the kind of market we can expect if we get the expected demand in copper.