In short: Cited as evidence, not a stance — its 13F shows a ~$50M position in Aurelion's (unnamed) copper-gold holding, which he reads as confirmation from "a really smart PM"; the host cautions it could be one leg of a market-neutral spread.
1:04:40So probably in my own view would be the three best copper jurisdictions you can have and this is really nice because you have a company, and this one like you said for the funds it's really small for funds like this, but D.E. Shaw, you know, the big big US maybe quant funds or slash, they have 50 million US in it.
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