In short: "Even the development stage copper stories, the Marimacas, the Hot Chilis, the ATEXes of the world have done very well" — cited as evidence of how far the copper tape has run past his expectations, not as a rated pick.
9:51A consequence of that would be lower copper demand and a consequence of that would be lower copper prices. I also thought that higher interest rates would make inventory in copper by speculators particularly in China more expensive. I was wrong. The copper price has been much stronger this year than I had anticipated. The consequence of that is that even the development stage copper stories, the Marimacas, the Hot Chilis, the ATEXes of the world have done very well.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.