The Jack Bosch Show

125: Strategic Metals: The Next Big Investment Trend // The Jack Bosch Show

12 snips
Nov 6, 2025
In this engaging discussion, Louis O'Connor, founder of Strategic Metals Invest, unveils the potential of strategic metals like gallium and terbium in the tech-driven future. He explains how these metals are crucial for industries from AI to defense. Louis also delves into China's monopoly on rare earths, raising concerns about global supply risks. Investors can discover opportunities in this overlooked market, as he shares insights on historical price trends and considerations for investing in these valuable resources.
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INSIGHT

Strategic Metals Power Modern Industries

  • Strategic metals are critical raw materials used across technology, energy transition, and defense supply chains.
  • Louis O’Connor says they’re upstream inputs that power industries like semiconductors, EVs, and aerospace.
INSIGHT

Byproduct Nature Creates Supply Constraints

  • Many strategic metals do not occur in concentrated primary deposits and are recovered as byproducts of other mining.
  • Louis O’Connor notes production is constrained because metals like gallium and hafnium are byproducts, limiting supply scaling.
ADVICE

Hold For Multi-Year Cycles

  • Align investments to a multi-year horizon of three to five years to capture demand-driven price moves.
  • Louis O’Connor claims their private investor strategy has avoided losses when held to that timeframe.
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