Commodities had a massive year in 2025 — from gold and copper to uranium and oil. We break down why the rally happened, what the Glencore–Rio Tinto talks signal about the cycle, and what 2026 could look like for real assets.

Inside the Commodity Boom: Metals, M&A and Macro

A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies. Disclaimer: All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice. The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.

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A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies.Disclaimer: All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice.The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.

A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies. Disclaimer: All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice. The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.

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Inside the Commodity Boom: Metals, M&A and Macro

Inside the Commodity Boom: Metals, M&A and Macro