Adrián Godás on Metal Fundamentals and When to Sell

Happy to welcome Adrián Godás of Godas Research (https://www.godasresearch.com) to the show today for an introduction to his young and successful investment strategy in junior mining and metals. We talk a little bit about the Archegos fallout in the equities market, fundamentals behind the copper and nickel supply shortage, and ideas of when Adrian sells for loss/profit.