This isn’t just a story about tariffs or geopolitics—it’s about power, money, and control of the world’s most critical resources. From antimony to uranium, cobalt to scandium, a quiet race is underway. Trump’s massive deals in Saudi Arabia, the strategic pivots of the Gulf’s petrodollars, and hidden moves by the world’s biggest players like BHP and BlackRock—these aren’t isolated events. They are interconnected signals, screaming one clear message: Act now, or watch this generational opportun...
All content for Equedia Investment Letter Podcast is the property of Equedia Investment Letter and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This isn’t just a story about tariffs or geopolitics—it’s about power, money, and control of the world’s most critical resources. From antimony to uranium, cobalt to scandium, a quiet race is underway. Trump’s massive deals in Saudi Arabia, the strategic pivots of the Gulf’s petrodollars, and hidden moves by the world’s biggest players like BHP and BlackRock—these aren’t isolated events. They are interconnected signals, screaming one clear message: Act now, or watch this generational opportun...
How to Value Mining Stocks: Cut-Off Grade Theory and Practice
Equedia Investment Letter Podcast
7 minutes
1 year ago
How to Value Mining Stocks: Cut-Off Grade Theory and Practice
Politics and economic blunders have taken full control of our investments. Predicting the short term fluctuations of the stock market during an election year, while multiple wars are being fought, is like flipping a coin. But we’ve gone into the future and have come back with this message: more money will be printed, borrowed, taxed, or inflated. And the price of commodities and metals will climb. When you have multiple wars going on and leaders spending their way into leadership, it’s inevit...
Equedia Investment Letter Podcast
This isn’t just a story about tariffs or geopolitics—it’s about power, money, and control of the world’s most critical resources. From antimony to uranium, cobalt to scandium, a quiet race is underway. Trump’s massive deals in Saudi Arabia, the strategic pivots of the Gulf’s petrodollars, and hidden moves by the world’s biggest players like BHP and BlackRock—these aren’t isolated events. They are interconnected signals, screaming one clear message: Act now, or watch this generational opportun...
