Silver prices, as we mentioned earlier, now at a record. They hit 67 an ounce earlier on. Gold around 4,300, up 65% this year.My next guest likes one name in particular in the metal space. Let's bring in Sarat Si. He's the managing partner at DCLA and a CNBC contributor.Sarat, it's great to see you. And one of your favorites is a name that, you know, I those of us who lived through these cycles for like 20 years now know they can be extremely volatile and not always the best stewards of capital over time. T ...

I generally do not find commodities to be good long-term investments; the price volatility and capital intensity lead to boom-and-bust cycles that hurt compounding benefits. Nonetheless, copper has been on my radar for some time, given its electric conductionExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely e ...