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Market Insights: Commodities Outlook with Hedley Widdup of Lion Selection Group

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Manage episode 514988991 series 2611021
Content provided by Bell Direct. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bell Direct or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Hedley and Grady dive into the key themes shaping the commodities market heading into 2026, from gold’s price rally to the outlook for copper, iron ore and beyond.

Hedley & Grady discuss:

  • (0:52): Drivers of the current gold price run & how far it can go
  • (4:15): gold miners to watch in 2026
  • (8:46): the importance of mining companies having multiple assets
  • (10:22) outlook for copper with supply-demand equilibrium mismatch anticipated
  • (14:06) copper names to watch in 2026
  • (15:40) iron ore outlook and blue-chip mining giant diversification
  • (17:12) metrics to monitor when considering mining investments in 2026
  • (21:25) Hedley’s commodity ‘clock’ and what time it is in the cycle right now
  • (24:00) commodities Hedley & Grady are bullish on for 2026
  • (28:00) where investors have been buying recently in the commodities space
  • (32:00) Hedley & Grady predict the gold price / ounce a year from now.

Note: This interview was filmed on 21 October 2025.

  continue reading

1611 episodes

Artwork
iconShare
 
Manage episode 514988991 series 2611021
Content provided by Bell Direct. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bell Direct or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Hedley and Grady dive into the key themes shaping the commodities market heading into 2026, from gold’s price rally to the outlook for copper, iron ore and beyond.

Hedley & Grady discuss:

  • (0:52): Drivers of the current gold price run & how far it can go
  • (4:15): gold miners to watch in 2026
  • (8:46): the importance of mining companies having multiple assets
  • (10:22) outlook for copper with supply-demand equilibrium mismatch anticipated
  • (14:06) copper names to watch in 2026
  • (15:40) iron ore outlook and blue-chip mining giant diversification
  • (17:12) metrics to monitor when considering mining investments in 2026
  • (21:25) Hedley’s commodity ‘clock’ and what time it is in the cycle right now
  • (24:00) commodities Hedley & Grady are bullish on for 2026
  • (28:00) where investors have been buying recently in the commodities space
  • (32:00) Hedley & Grady predict the gold price / ounce a year from now.

Note: This interview was filmed on 21 October 2025.

  continue reading

1611 episodes

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