Can we overcome our China reliance? (Todd War...

The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.With sh ...  Show more

Henry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing. There are few better guides to China's grip on batteries and critical minerals.Fresh from a trip to China, ...  Show more

On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!   Find complete shownotes on our b ...  Show more

A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies

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Have an investing q ...

In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics:

This is a repost of episode RWH023 of The Investor’s Podcast Network. Please check out the original episode here: https://youtu.be/G1yQcykKYJg If you’d like to hear more of William Green’s interviews on the “Richer, Wiser, Happier” podcast, then please check them out here: https: ...  Show more