MBCC TH 15th Oct'24 - "How are investors positioned into Q3 eps, and what are the risk vs. reward here? Growth/Value rotation to continue or go other way - what is Oil telling us?"

All year investors have been trying to position for the long commodity trade…to no avail….

We discuss what is the REAL TRIGGER and timing and HOW TO TRADE IT here? Is Copper cheap? Is Oil cheap? What are Bonds/Rates/FX telling us?