Calls
4
Josh Jones
Portfolio Manager, Boston Partners
Win Rate
75.0%
return
+0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$94.53
+1.2%
Josh Jones is most excited about international materials and industrials. Weak-dollar international bull markets in the 1970s and 2000s were associated with real asset and commodity cycles, and today foreign central bank reserve diversification into gold and electrification trends supporting copper are supportive drivers. Metals and mining companies are showing much better capital allocation and very large free cash flow yields, a trend that could persist for years.
Commodities
Long
Aug 24
$426.71
-1.0%
Josh Jones is most excited about international materials and industrials. Weak-dollar international bull markets in the 1970s and 2000s were associated with real asset and commodity cycles, and today foreign central bank reserve diversification into gold and electrification trends supporting copper are supportive drivers. Metals and mining companies are showing much better capital allocation and very large free cash flow yields, a trend that could persist for years.
Commodities
Long
Aug 24
$93.13
+0.2%
AI has benefited some Japan and Korea holdings from capex spending, but with caution flags on debt-funded AI spend, Josh Jones favors asset-heavy businesses such as financials, industrials, and materials. AI appears to be more negatively impacting software and business-service companies, while asset-heavy businesses and raw material/copper demand tied to electrification are more resilient.
Other
Long
Aug 24
$53.46
+0.2%
Josh Jones is most excited about international materials and industrials. Weak-dollar international bull markets in the 1970s and 2000s were associated with real asset and commodity cycles, and today foreign central bank reserve diversification into gold and electrification trends supporting copper are supportive drivers. Metals and mining companies are showing much better capital allocation and very large free cash flow yields, a trend that could persist for years.
Thematic ETFs
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Josh Jones has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: COPPER, GOLD, DXY.
