David Sparks

Fund manager / investor (First New York) who provides high-conviction commodity and equity calls, particularly on lithium and Quebec-focused mining opportunities.

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Dec 12, 2025 • 1h 39min

30 Fundies’ Highest Conviction Trades for 2026 (Part 2)

In this insightful conversation, fund manager David Sparks shares his bullish outlook on Quebec lithium plays, while Warren Erwin challenges the hype around EVs, advocating for metallurgical coal. Sam Broom favors copper and niche industrial metals like vanadium, and Peter Prendiville emphasizes the importance of North American rare earth supplies. Tom Solomon discusses the potential of US graphite anodes, and Emmanuel Dat highlights niobium's promise amid ongoing energy needs, showcasing a bright future for strategic commodities.

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