In this discussion with Investing News at PDAC 2019, I discuss the U.S.–China trade war, commodities, resource investing, and why market fears of trade tensions are likely overstated.

The discussion examines how investors should approach political noise, management quality, and the deeper forces shaping the resource sector. Rather than reacting to every headline, investors must focus on incentives, capital allocation, and the long-term fundamentals behind mining and commodities.

Watch the full discussion below:

Key Takeaways:

• Why the U.S.–China trade war is likely to blow over
• How political headlines can distract investors from fundamentals
• Why management quality matters in resource investing
• What investors should watch in mining and commodities
• How to think about risk, sentiment, and opportunity in the resource sector