Building a Resilient Resource Portfolio in 2026 with Sultan Ameerali
Private investor and Substack author Sultan Ameerali joins Mining Stock Daily for a wide-ranging discussion on how geopolitical risks, oil markets, AI infrastructure demand, and monetary policy are reshaping the investment landscape for mining equities. The conversation explores why Sultan remains constructive on gold, copper, and select long-duration resource assets despite growing concerns surrounding the Strait of Hormuz, energy prices, and broader market volatility. From sulfuric acid shortages and copper supply constraints to AI-driven commodity demand and the long-term implications of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.