In the Federal Reserve’s inflationary favor are commodities with the analyst consensus expecting rising prices from 2020 to 2025 for: copper, zinc, nickel, lead, cobalt, and platinum.  
 
With the admittedly important exception of energy, the agriculture, industrial metal and minerals and fertilizer commodities have clawed back effectively all of their 2020 losses; most are up on a year-over-year basis.  Gold, silver and palladium standout for not currying favor with analysts and prices are expected to fall over the period. 
 
It seems analysts are expecting a continued, steady economic recovery.  Hence, the bifurcation in metals.  
 
Your RVEx-er will take the other side of that bet.  Why?  Because the monetary policy baton is being passed from non-voter facing central banks to voter-facing ministries of finance.  From QE to MMT; from inflation targeting to helicopter money.  Inflation will (likely) come by law and regulation.

Gold
Gold
Silver
Silver
Platinum
Platinum
Palladium
Palladium
Cobalt
Cobalt
Lead
Lead
Copper
Copper
Nickel
Nickel
Zinc
Zinc