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Value Hive Podcast

Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

77 min • 16 februari 2024

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives."


I just got my copy in the mail and can't wait to read it.


During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early background as a journalist, and what led him to writing this book.


From there, we explore the world of critical minerals from a human perspective and get insights that didn't make it into the book, but were just as interesting.


If you enjoyed this podcast then you should buy the book (link here). I don't get paid for it. I just think Ernest is doing great work that should be appreciated and the topic is very important to me.


Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

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Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.

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