Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.
Follow Will on Twitter @wmthomson22
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Chapters:
(00:00:00) Introduction: Will Thompson
(00:02:30) Macro View: Resources vs. Mag 7
(00:08:00) Navigating Market Uncertainty
(00:11:00) Alphamin & DRC (AFM.V)
(00:21:00) Zambia's Copper Potential & Midnight Sun Play
(00:28:00) Gold Strategy: Equinox & Scale Debate
(00:35:00) Gold: G Mining & Guyana
(00:38:00) Portfolio Construction
(00:42:00) Idea Generation & The Multistrat Model
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