#144 - Al Chu: The Structural Case for Natural Resources
Al Chu is a natural resources portfolio manager at Man Group, a $253B alternatives asset manager (as of 6/30/26), and previously held senior investment roles at BNY Mellon, Citadel, SAC Capital, and Caxton. He explains the structural case for natural resources, examining geopolitics, deglobalization, inflation, climate volatility, AI-driven demand, and the role of resource equities in long-term portfolios.