Freeport-McMoRan great way to play copper demand, says DCLA's Sethi

Silver prices, as we mentioned earlier, now at a record. They hit 67 an ounce earlier on. Gold around 4,300, up 65% this year.My next guest likes one name in particular in the metal space. Let's bring in Sarat Si. He's the managing partner at DCLA and a CNBC contributor.Sarat, it's great to see you. And one of your favorites is a name that, you know, I those of us who lived through these cycles for like 20 years now know they can be extremely volatile and not always the best stewards of capital over time. T ...