“I will pick copper. We are still completely underestimating how short we are in terms of the global demand-supply dynamics of a handful of critical elements that we need... the asset that is set up to go absolutely parabolic is copper — it is the most useful, cheap, amenable, conductive material that we have.”
Founder and CEO, Social Capital; co-host, All-In podcast
Said Jan 9, 2026Deadline Dec 31, 2026All-In Podcast, "All-In's 2026 Predictions," January 9, 2026 (reported by Benzinga, January 15, 2026)
Tracking well so far: copper set successive records in 2026, crossing about $14,779 per tonne on the LME in early September 2026 (roughly +45-48% year over year), but the full-year outcome is not yet settled.