Rock Stock Channel

Rock Stock Channel

Author: rockstockchannel Language: English Episodes: 100
Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Episodes
Inside Look Into The Metals Company Strategy Day [not-audio_url] [/not-audio_url]

Duration: 47:52
In this episode, I attended The Metals Company Strategy Day to gain a first-hand look at the company’s progress, leadership, and investor perspectives. Over the course of the event, I heard from a diverse group of board…
$TMC $23.6B NPV! World’s First Nodule Reserves | Craig Shesky [not-audio_url] [/not-audio_url]

Duration: 26:45
In this episode, Rodney and I sit down with Craig Shesky, CFO of The Metals Company (TMC), to unpack the key takeaways from TMC’s recent Nasdaq Strategy Day, the release of its first-ever nodule reserves, and the detaile…
Lithium Bull vs. Equity Long Debate | YJ Lee vs. Chris Robb [not-audio_url] [/not-audio_url]

Duration: 1:23:29
In this episode, Howard and Matt are joined by Former Bear, Chris Robb from Chris Robb Consulting and Uber Bull, YJ Lee of Arcane Capital for an in-depth discussion on the current state of the lithium market and where it…
Critical Minerals Super Cycle is Here. Where Best to Invest? [not-audio_url] [/not-audio_url]

Duration: 55:27
In this episode, we are delighted to welcome our friend and industry expert, Matt Fernley, as a new partner at RK Equity. Howard and Rodney discuss with Matt the dynamics shaping today's critical minerals market, includi…