While global superpowers eye new territories for mineral wealth and the likes of Glencore and Rio Tinto dance around a potential merger, investors are looking at the most versatile commodity around in 2026: copper. This critical transition metal has captured the imagination of corporate advisors and retail investors alike.

In this episode of Magic Markets, The Finance Ghost and Moe-Knows are joined by Connie Bloem, Managing Director of Mesh.Trade, to discuss why direct-exposure copper is the missing link in most portfolios – and how a token can help you get it.

Ghost, Moe and Connie unpack the electrification and data-centre themes, the challenges of institutional vs. retail portfolios, and why copper is one hot metal (in more ways than one).

Today’s Topics:

• Why you can't talk about data centres or the AI revolution without talking about copper infrastructure, with thoughts around the future of electrification and the role of copper.
• Why direct-exposure commodity tokens might be a better portfolio ‘anchor’ than mining equities.
• How to invest in a metal that costs $13,000 per tonne with as little as R50 through Mesh's offering.
• How a digital token can solve the vaulting, deposit, and theft problems of copper for retail investors.

Get In Touch:

• Visit the Mesh.Trade website at www.mesh.trade
• Reach out to Mesh on X: @Mesh_Trade
• Connect with Connie Bloem on LinkedIn

Reach out to us on X: @MagicMarketsPod, @FinanceGhost and @MohammedNalla or pop us a note on LinkedIn.

Check Out Our Other Conversations With Mesh.Trade:

• Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)
• Magic Markets #214: Tradition meets tech – buying gold on the blockchain
• Magic Markets #221: Mesh.Trade – Unlocking Private Markets
• Magic Markets #228: Mesh.Trade and the Titans
• Magic Markets #238: Stablecoins with Mesh.Trade
• Magic Markets #247: Investing in Property with Mesh.Trade and 27four

Disclaimer: This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Chapters

• (00:00:00) - Introduction: Megamergers & the Copper Craze
• (00:01:47) - Gold, Silver, & Will the Mesh Midas Touch Extend to Copper?
• (00:03:40) - Why Copper, Why Now?
• (00:06:13) - The Private Market: Where South Africa’s Growth Is Hiding
• (00:08:45) - Reality Check: Electrification & the Role of PGMs
• (00:10:06) - Direct Commodities vs. Mining Equities: Cutting Through the Noise
• (00:12:34) - Institutional Investor Barriers: Why Retail Investors Have an Advantage
• (00:19:38) - The Logistics of Copper: Storage, Theft, & Deposits
• (00:24:36) - To the Seventh Decimal: How to Invest in Copper With R50
• (00:26:14) - What’s Next for Mesh
• (00:27:41) - Conclusion & How to Get in Touch