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

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: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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