Bull Market for Base Metals to Run for a Number of Years, Marex Spectron's Wolf Says

The video discusses the fluctuating narratives around gold as an investment, noting that its current lack of a strong narrative is influenced by the US dollar's performance. The speaker suggests short-term investment in gold due to potential dollar reversals and seasonal demand. They also compare investing in physical gold versus equities, highlighting the latter's potential for higher returns. The discussion shifts to base metals, emphasizing a bull market driven by supply constraints, particularly in copper and zinc, with no new investments in supply for years.

What are the advantages of investing in gold equities compared to physical gold?

What is the current outlook for base metals according to the speaker?