Cameron Gleeson
speaker
944 appearances
5 recordings
3 series
first heard May 2026
last heard 18 Jun
Cameron Gleeson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jun 2026 with 4.
Appearances
But it would just take a little bit longer for the US rather than, for example, China, who's already in building mode.
Yeah, look, it's done incredibly well.
Like I mentioned some of the names there.
Like we've obviously seen there was concerns around some of the Chinese platforms like Alibaba.
If you look at the makeup, though, it is diversified.
It's got exposure to India, Taiwan, South Korea, and the demand for memory chips has gone through the roof.
I talked a bit about that before about –
you know, when you're essentially using AI, the ability for the AI to have, you know, context to be able to remember what you've talked about is really important.
And so, you know, the leaders in that space, TSM, sorry, SK Hynix and Samsung have had a material impact on the net GDP of Korea because they're exporting so many memory chips.
So it's, yeah, an incredible story.
And it just talks to that sort of,
you know, the Asian factory, the high-tech factory that exists in Asia that really supplies a lot of this technology.
Yeah.
So XMET provides exposure to producers of eight different commodities.
And we mentioned some of them, you know, copper is a key one, lithium, cobalt, nickel, manganese, silver.
and graphite, which is also used in battery technology.
I love that fund.
It's one of my favorites.
And look, I mean, what's been interesting about this ETF is that, look, when we launched, there was a bit of a bull run in lithium at the time.
Yeah.
Showing 781–800 of 944 · page 40 of 48
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