Gold has entered unchartered territory. The safe-haven metal has soared more than 60 per cent year-to-date, crossing $4300 an ounce for the first time last week. Meanwhile copper - often seen as a global economic bellwether - is grabbing investor attention amid U.S. dollar concerns, rising policy and M&A activity. What might this all mean for investors navigating the global energy sector? And as AI transforms Canada’s energy landscape, how is today's guest positioned? Joining this episode to dig into what’s driving the move in global natural resources, is portfolio manager Joe Overdevest.

Recorded on October 21, 2025.

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