We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.
Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more.
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All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
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MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
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(0:00:00)Introduction
(0:01:18)Changes to decarb since 2021
(0:02:44)Demand for hybrids
(0:07:27)Nationalism of industries
(0:12:11)Rise of ASEAN nations
(0:13:14)Nickel
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