Hugh Hendry on the "glaringly obviously attractive" returns from the mining sector

The education - or miseducation - of the mining sector actually turns the odds in your favor as an external minority investor.  And because taking away the reflexive behavior to expand supply with higher prices simply means that higher prices are going to be with us longer, and so they're going to keep rewarding you as an investor.  So part of society is going to be on your ass saying you're morally corrupt.  It's them who are morally corrupt, but you've got to be able to take that on...  The returns from the extractive industry are just glaringly obviously attractive.

~ Hugh Hendry, Stansberry Investor Hour interview with Dan Ferris, 38:30 mark, May 2, 2022