Mari Kooi: Go Long Metals

Mari Kooi is speaking at the Bloomberg 2010 Hedge Fund Conference and she says we have a metals problem, not an energy problem in this country. Autos are made out of metals, and with the move towards more electric vehicles, we will see an increase in metals prices. Kooi likes both industrial and precious metals. She thinks over the next few years there will be a lot of action in base metals. Investors can play this by going long the metals ETFs like copper JJC, platinum PLTM and silver SLV.