Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.
We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.
For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe
In this episode:
01:55 Why 2026 is the year of resources
06:27 What’s driving prices
09:09 Why many fund managers will miss the trade
12:36 Top picks by commodity
17:10 The big miners: BHP, Rio & merger talk
21:02 Lithium outlook
22:52 Two stocks with 10-bag potential
24:44 Portfolio construction & commodity exposure
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