1 on 1 discussion with Warren Irwin, President and CIO at Rosseau Asset Management.
1 on 1 discussion with Warren Irwin, President and CIO at Rosseau Asset Management Warren Irwin, President and CIO at Rosseau Asset Management, discusses the current state of the commodities bull run and how long he thinks this can go, truths about the progress and materials shortages for the energy transition, the hype around EVs and the irreplaceability of copper.
Warren also provides a deep dive into other key metals including the nickel market, cobalt, met coal and the stark fundamentals suggesting a major bull market for uranium.
