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James Kirby

πŸ‘€ Speaker
2867 total appearances

Appearances Over Time

Podcast Appearances

The Money Puzzle
After the oil shock: Who's really making money?

Yeah, we don't have those sort of hard numbers that the big funds can produce.

The Money Puzzle
After the oil shock: Who's really making money?

I would think the answer, Peter, is, you know, it literally depends on who you are.

The Money Puzzle
After the oil shock: Who's really making money?

There's some damn good individual investors.

The Money Puzzle
After the oil shock: Who's really making money?

There's some damn good institutional investors and vice versa.

The Money Puzzle
After the oil shock: Who's really making money?

All right.

The Money Puzzle
After the oil shock: Who's really making money?

None of this is advice, of course.

The Money Puzzle
After the oil shock: Who's really making money?

This is information only.

The Money Puzzle
After the oil shock: Who's really making money?

Final questions from Ray.

The Money Puzzle
After the oil shock: Who's really making money?

And sorry, Ray, I know this question's been in the tank for a while.

The Money Puzzle
After the oil shock: Who's really making money?

It would be complacent for the leaders of big business to keep relying on the stability of the Middle East to keep their wheels turning, says Ray.

The Money Puzzle
After the oil shock: Who's really making money?

What would a collective and sudden worldwide demand increase for EVs of all sizes due to the already tight lithium market?

The Money Puzzle
After the oil shock: Who's really making money?

It would make the last lithium boom seem like a small rally.

The Money Puzzle
After the oil shock: Who's really making money?

Now, that's a great question.

The Money Puzzle
After the oil shock: Who's really making money?

EVs are fantastic.

The Money Puzzle
After the oil shock: Who's really making money?

Yeah, they are taking off.

The Money Puzzle
After the oil shock: Who's really making money?

And we know the sales and secondhand sales and the lending to EVs just going through the roof of, well, basically since the Iran crisis broke out.

The Money Puzzle
After the oil shock: Who's really making money?

So you would think that would be good for lithium.

The Money Puzzle
After the oil shock: Who's really making money?

And I do think they're turning a bit, are they, the lithium gang?

The Money Puzzle
After the oil shock: Who's really making money?

Minres, is that our proxy for lithium?

The Money Puzzle
After the oil shock: Who's really making money?

I see.