Can we overcome our China reliance? (Todd Warren Interview)
Listen now
Description
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 for ed...
More Episodes
On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).While...
Published 06/03/24
Published 06/03/24
JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies,...
Published 05/31/24