3 Stocks for the CapEx Supercycle
BRAND NEW EPISODE “If tech was the best performer for 25 years because it took in all the cash… what do you think happens when all the cash flows into commodities and infrastructure?” That’s the big question driving today’s conversation—and according to Daniel Dreyfus, the answer could define the next decade of investing. In this […]
The Mother of All Commodity Supercycles
If tech was the best performer for 25 years because it took in all the cash… what do you think happens when all the cash flows into commodities and infrastructure?” That’s the big question driving today’s conversation—and according to Daniel Dreyfus, the answer could define the next decade of investing. In this episode of In […]
Pro Picks: 3 Stocks For a Post-Tariff World
Top investing ideas from Dan Dreyfus of Bornite Capital
What “Liberation Day” Means For Your Money
On this episode of In the Money with Amber Kanwar, Daniel Dreyfus, CIO at Bornite Capital, shares why we’re not just in another market cycle, but a full-blown structural shift that will redefine economies, financial markets, and your investment portfolio. He explains how tariffs, currency debasement, and slowing growth is setting the stage for […]