Mining Stock Monkey: ‘No End In Sight’ for Fiat Crisis, Fertilizers, Oil & Gold
Stijn Schmitz welcomes Mining Stock Monkey to the show. The discussion centers on navigating the current commodity cycle with a disciplined, downside-protection-first approach. He emphasizes that while structural tailwinds like electrification, AI infrastructure, and global poverty reduction support a broad commodities bull market, selectivity is critical. He starts by identifying historically cheap commodities—where low prices eventually cure low prices by curbing supply and boosting demand—and then evaluates individual companies on their risk-reward profiles. Nickel tops his list, but he…
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