If you watch Fast Money regularly you know that Tim Seymour is an optimistic guy. It’s not just his sunny personality we’re talking about – he’s long-term bullish on the global economy.
In fact he thinks now could be a good time to dip a toe in some materials names. On CNBC’s Closing Bell he tells Dylan Ratigan demand could be returning. “We’ve had some great signs that we’re getting into a demand cycle.”
In the coal space he recommends putting Peabody Energy or Cleveland Cliffs on your radar. “These guys are starting to see bottoming in prices.”
And Seymour also suggests playing iron ore by putting Vale on your radar . “These guys are going through heavy negotiations with China and they’re taking supply out of the market,” he adds.
And if you share Seymour's thesis about increased demand for resources then you might also agree when Seymour says "emerging markets should bounce."
How do you trade it?
"Look at BrazilETF or the Emerging Markets ETF . If you expect a bounce, emerging markets should outperform," he concludes.
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CNBC.com with wires