Thriving in the Commodities Bull Market | Swiss Mining Institute

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Thriving in the Commodities Bull Market | Swiss Mining Institute StockBox’s Mark Fairbairn had the pleasure of chairing an insightful panel discussion in Zurich alongside an exceptional group of speakers: Peter Krauth, Author of The Great Silver Bull Jeremy Bond, Terra Capital Jim Luke, Schroders Edward Bonner, Sproutt Asset Management (USA) Loni Saul, Kings Road Capital Management Ltd The discussion explored the evolving commodities landscape, investment opportunities and the broader macroeconomic forces shaping the sector today. Amid a backdrop of continued market uncertainty and challenging headlines, it was encouraging to see a constructive and forward-looking dialogue around the opportunities emerging within the commodities sector. Key topics discussed: Whether the commodities bull market remains intact Gold and silver outlook amid geopolitical stress Why recent weakness may be a normal bull-market correction The importance of patience through sharp drawdowns Capex cycles, supply constraints and underinvestment Oil, copper, aluminium and critical materials opportunities What late-cycle warning signs investors should watch