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How the investing landscape is being reshaped by the global race for critical minerals. Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include: - How mining and mineral processing work
- What are critical minerals, what is driving the demand for them, and will it continue
- How the rise of passive management has led to underinvestment in mining
- How to reconcile care for the environment and the need to mine critical minerals
- What are the attributes that contribute to successful private capital investments
- Why querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.
Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes FEG Insight Bridge episode page with transcript Kinterra Capital Related Episodes 526: The Future of Power: Energy at a Crossroads with Scott Harland 384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?
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