Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now

Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now

From The Business Brew by Bill Brewster

January 29, 2026 · 1h 30m

About this episode

Will Thomson discusses the potential of oil and copper as investment themes.

Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses copper as a theme. Bill likes Will. You should listen to Will. Will is a solid dude. Sponsorship Information Thank you to ⁠⁠Trata⁠⁠ for sponsoring the show. If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠trytrata.com/brew⁠⁠ OG Sponsor Shoutout! Thank you to ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠ , you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠ Fiscal.ai ⁠⁠⁠⁠⁠⁠…

People in this episode

Host: Bill Brewster

Guest: Will Thomson

Topics covered

  • real assets
  • investing
  • oil
  • copper
  • financial data

Keywords

  • real returns
  • oil
  • gold
  • copper
  • investing
  • Trata
  • Fiscal.ai

Sponsors

Fiscal.ai, Trata

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