All holdingsprices through Jun 19, 2026 
Friedberg1 mention since Jan 10, 2026
Critical metals basket
REMXBullishETF tracking companies involved in mining and producing rare earth and critical metals.Yahoo Finance ↗
A sector/theme exposure, not a company — priced via the REMX ETF as a clean proxy. Excluded from the index and host funds.
1 take · first discussed Jan 10, 2026
Since their bullish call
+7.6%
since Jan 10, 2026· stance 160d old
since Jan 10, 2026 · 5mo
How the calls played out
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The discussion
Among the four hosts, only Chamath Palihapitiya has shared a view on a critical metals basket, making this a single-host thesis rather than a collective position. He is highly bullish, naming it his top pick for 2026 on the basis of structural demand-supply imbalances in critical minerals. His reasoning centers on national security imperatives and the push for unilateral economic resilience under the Trump doctrine as key catalysts. No other hosts have weighed in, so there is neither agreement nor disagreement on record.
How they got there
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.