Gemma Dale

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925 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Gemma Dale’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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But again, for quite an expensive banking sector, it's not just banks, but it's mostly banks.

So if we flick to the next one, materials is the one where they've just gone to town, right?

It's been absolutely incredible.

Part of the thesis for this is that in a world where you have pretty sticky inflation, lots of geopolitical risk, a tapped out consumer,

what is going to work for you and probably a higher rate environment.

Commodities, you sort of want to hone hard assets in that environment.

So that's the thesis.

So BHP is the big guy in the room.

You've got Rio.

You've got Fortescue.

So they're your iron ore miners.

But BHP, it's mostly copper now.

Not mostly.

Sorry.

Allow me to correct myself.

BHP is making a ton of money out of copper.

And we know that copper is absolutely critical for building out your data centers.

Yes.

And so the electrification story is helping BHP in a big way.

Iron ore, there's a lot of- Good way to greenwash as well, I guess.

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