Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver

Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver

Author: rockstockchannel May 30, 2026 Duration: 55:17
Rock Stock Channel
Business
Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains. The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies. Buy "Mineral War" (Tomasz Nadrowski's Book):https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK Tyranny Today (Tomasz Nadrowski's Podcast):https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr Follow:LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/X/Twitter (Amvest Capital): https://x.com/AmvestCap___ More Podcasts w/ Tomasz Nadrowski: Henry Sanderson:https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156 The Power Current (Chris Berry):https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119 Mining Stock Education:https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9 Mining Stock Daily:https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV Amvest Capital Webinar:https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p ___ Chapters (00:00) The Commodity Complexity Problem(06:39) Amvest Background(11:35) Fund Strategy(14:27) Ex-China Approach(16:09) Value Chain Focus(22:10) Fund Structure(24:11) Portfolio Construction(27:25) US Market Access(35:55) Mining Resurgence(43:55) Tungsten And Scandium(48:32) Lynas And Brazil(51:30) Heavy Rare Earths(54:11) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast  Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein

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.
Author: Language: English Episodes: 100

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