Eric Johnson
👤 SpeakerAppearances Over Time
Podcast Appearances
that barely existed a few years ago is already sort of traveling around $8 billion mark.
The key thing when you do see, if we do see a prospectus, if it does float, obviously customers.
Who are their customers?
How are they customers?
What are the long-term contracts?
Questions like that.
That's the big thing.
Look, I think the challenge of that is a measurement of it.
So we know how to measure institutional investors.
We know how to measure ETFs.
But measuring the myriad of strategies among retail investors is a really hard thing to measure.
Yeah, even self-managed super funds, we just don't have a reliable index.
We know how much money is going into self-managed super funds, but we just don't have a rate of return on that.
So it's a great question.
Really good timing for it.
We've just been through a lithium winter, a couple of years.
And it's just where it's come off.
It's come off.