

Will Thomson On Lithium, Copper, And More
Feb 22, 2024
Will Thomson of Massif Capital discusses the lithium and copper markets, highlighting challenges and investment choices. The episode also explores Tesla's projected deliveries, global EV market growth, and the success of the Lundeen family in energy and mining. Strategic mining investments, shorting stocks, fraud prevention, and innovation in investment are also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Navigating Market Dynamics and Investment Choices
02:36 • 11min
Analysis of Tesla's Projected Deliveries and Global EV Market Growth
13:44 • 2min
Lithium Demand and Electric Vehicles
16:06 • 24min
Exploring the Success and Strategic Approach of the Lundeen Family in Energy and Mining
39:45 • 5min
Strategic Mining Investments and Capital Allocation
44:37 • 12min
Exploring the Challenges of Shorting Stocks and Maintaining a Short Book
57:06 • 3min
Navigating Fraud and Innovation in Investment
59:40 • 22min