In this engaging conversation at the Rohstoffmesse Hamburg 2026, John Forwood, CIO of Lowell Resource Fund Management, discusses the current state of the commodity market, particularly in light of the recent oil crisis. He highlights the implications for inflation and various commodities, including helium and fertilizers. John also shares insights into his fund's investment strategies, focusing on micro-cap companies and the importance of geographical diversification. He predicts a new energy bull market and discusses his top holdings, emphasizing the potential of gold and rare earths.
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