Gold, copper and lithium: is the AI commodity boom starting?

In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X to unpack why commodities may be moving from ignored to essential again. Rather than treating gold, copper or lithium as short-term geopolitical trades, Justin explains why the bigger story is a mix of underinvestment, supply-chain fragility and a fresh wave of demand from AI, electrification and energy security. They break down why investors have mostly ignored commodities for the past decade, what changed after years of weak demand and excess supply, and why today’s backdrop looks different. Owen and Justin also tackle the question many investors are asking right now: is this just about war headlines, or are commodities becoming structurally more important as countries chase domestic supply, power reliability and strategic independence? The conversation explores gold’s resilience, the role copper could play as grids and data centres expand, and why lithium and battery technology may still matter even after the sector’s rough patch. Justin also shares practical ETF ideas for researching the theme, including WIRE for copper, ACDC for battery tech and lithium, and BCOM for broad commodities exposure. If you want a clearer framework for commodities, inflation protection and AI-driven energy demand, this is a timely listen. Episode resources Speak with the Rask Advice team: https://rask.com.au/advice Ask a question (select the Investors podcast): https://bit.ly/R-quest Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds https://www.globalxetfs.com.au Visit TermPlus to learn more https://termplus.com.au/?utm_source=r... Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit: https://bit.ly/Pearler Rask resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media Instagram:   / rask.invest   TikTok:   / rask.invest   DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg