Is copper a preferred commodity exposure over energy? "Freeport-McMoran (FCX) is fairly insulated from inflation and has a massive power infrastructure spend. The shift to electric vehicles should support copper prices," says Lamar Villere. Will investors need China to re-open for copper prices to increase? "Long-term oil demand will shrink. However, Caesars Entertainment (CZR) is at the top of the U.S. gaming business and there is an opportunity to buy the stock on a pullback," Villere adds.