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 ...

Group 1 - Commodities are generally not considered good long-term investments due to price volatility and capital intensity, which lead to boom-and-bust cycles that can hinder compounding benefits [1] - Copper is highlighted as a notable exception due to its electric conduction properties, making it a focus for potential investment [1] - The author has over 30 years of experience analyzing various industries, including airlines, oil, retail, mining, fintech, and e-commerce, along with macroeconomic, monetary, and political factors [1] Group 2 - The author emphasizes the importance of learning from past crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, which enriches their analytical perspective [1] - The experience gained from entrepreneurial ventures in export, factoring, and printing adds to the depth of understanding applicable across multiple disciplines [1]