Can we overcome our China reliance? (Todd Warren Interview)

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. Sign-up for the Director’s Special All information in this podcast is ...

Om Podcasten

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.