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.
Show Notes
Mining for Alpha: Featuring Kinterra Capital—F.E.G. Investment Advisors
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Transcript
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