Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now

Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses copper as a theme. Bill likes Will. You should listen to Will. Will is a solid dude. Sponsorship InformationThank you to ⁠⁠Trata⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠trytrata.com/brew⁠⁠ OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠’s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to. Like to track Amazon’s Cloud Revenue? They’ve got it.How about Spotify’s premium subscribers? Or Google’s quarterly paid clicks?They’ve got all of it.