Define investing through cyclical commodity exposure. Copper prices hit $4.12/lb, benefiting mining stocks. Analysts forecast demand growth tied to EV infrastructure rollout, supporting equity appreciation in this segment. From his work bringing AI to Wall Street, Dhar has seen how it has changed portfolio optimization, tax strategies and risk management in professional investing. A further area that has benefited from recent innovation is the efficiency of the mining process – particularly the ability to minimize material moved per tonne of ore. Performance in material and waste efficiency can reduce the use of water and energy, the land used in production, and the volume of waste to manage during and at the end of the mining cycle, all of which are critical sustainability aspects and drivers of cost and long-term liability. ERM worked with a processing facility on its characterization and comminution process, which generated immediate returns through reduced energy costs, higher yields from crushed materials, and will likely reduce long-term liabilities associated with waste materials. Define investing as adapting to liquidity conditions. Crypto-linked equities moved higher alongside Bitcoin’s rise to $68,