William Taylor

speaker

421 appearances 4 recordings 2 series first heard May 2025 last heard 8 Jul

William Taylor’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

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Equity Mates Investing Podcast · Copper: The metal at the centre of everything with William Taylor · 25 Jun 2026 podcast

Let's move to the bottleneck that we're seeing in the industry, because as demand rises, we're seeing supply obviously struggle to keep up with demand, hence the pretty incredible price growth that we're seeing.

So can you just talk to us about the global supply side of copper to start with?

Striking copper.

So obviously, basic economics, high demand, low supply, price goes up.

Can you just paint the picture about what has been the price story for copper over the last few years?

So let's move to the, I guess, the investment case and thinking about this as investors.

Obviously, there's this great structural problem behind it with the supply and demand gap.

And so you would think that would just lead to a nice left to right price chart.

However, it is cyclical.

Copper is cyclical.

So how do we match believing in the long-term thesis here with, I guess, still being potentially wrong over the short term as prices fluctuate?

So what other risks should we be thinking about then when it comes to investing in copper?

And why do you prefer an ETF with copper miners rather than one that just tracks the spot price?

Love it.

It's a great story.

Love it.

Well, Will, thank you so much for your time.

We really appreciate you coming in.

And as Ren said, if you want to check out more information about the Copper ETF, head to etfshares.com.au.

But Will, thank you so much.

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