EV sector getting frothy. How to get rare earth exposure.
Today's slide deck: https://bit.ly/3m3C3qh -
Today we look at what may be shaping up as the greatest month for equity markets in history, ponder whether the EV sector is getting overheated, take a deep dive into rare earth minerals, check in on oil prices making major new highs and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on currencies.
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