In this episode, Jim talks with Louis O’Connor, founder of Strategic Metals Invest, about a little-known asset class that’s playing an outsized role in energy, defense, and global manufacturing: rare earth and strategic metals.
Louis breaks down how investors can position themselves ahead of the demand curve—and why most people have never heard of these assets.
3 Key Takeaways:
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Critical inputs, limited access. Strategic metals power everything from semiconductors to EVs and missile systems. But most investors are locked out.
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Direct ownership is now possible. Private investors can hold metals like gallium and hafnium in secure vaults—and sell directly to manufacturers.
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Geopolitics drives opportunity. China’s control over the supply chain creates volatility, trade tension, and leverage for early movers.
Most portfolios react to the market. This is a chance to get ahead of it.
Connect with Louis O’Connor:
YouTube: www.youtube.com/@strategicmetalsinvest
Facebook: www.facebook.com/StrategicMetalsInvest
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