Money of Mine An unfiltered conversation with Mr Lithium
It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us.
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(0:00:00)Introduction
(0:02:45)China & past 15-20yrs in Lithium
(0:21:45)Conversion capability
(0:29:52)Equities cratering
(0:46:40)Joe's Albemarle recommendations
(0:58:17)Joe's questions to the lads