# [REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

Page: https://stenobird.com/podcast/value-hive-podcast-353041/replay-gorillagrip-commodities-geopolitics-copper-and-aluminum
Text version: https://stenobird.com/podcast/value-hive-podcast-353041/replay-gorillagrip-commodities-geopolitics-copper-and-aluminum.md
Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041)
Published: 2026-02-06T11:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/REPLAY-GorillaGrip-Commodities--Geopolitics--Copper--and-Aluminum-e3emn98
Audio file: https://anchor.fm/s/11a83958/podcast/play/115088104/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-5%2F95d1b8ac-7107-a73d-b527-ff9adda37f08.mp3
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JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/replay-gorillagrip-commodities-geopolitics-copper-and-aluminum
Duration seconds: 5633

## Resource

This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there. This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more. You will love this episode if you like metals, materials, or commodities. DISCLOSURE: Nothing you hear on this podcast is investment advice. Please DYODD. This is all for educational purposes only.

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## Transcript

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