Francis MacDonald of LiFT Power joins the podcast from Stockholm for some insights into the lithium market. Francis sees contrarian signs that the market may be forming a bottom. He also provides context into metallurgical recovery test work done on its Yellowknife Project as the company prepares its initial resource estimate due next week.
Yesterday
Bill Fleckenstein: Misallocation of Capital Always Leads to Problems - PLUS Tom Woolrych is Back!
MSD welcomes Bill Fleckenstein of Fleck Capital to dive into the markets, addressing the big sell-off in precious metals that followed Gold running up to $4,000 and Silver hitting $50. They explore the confusing narrative behind gold's recent outperformance, noting that its surge ... Show More
1h 2m
Sep 2024
Rates Go Down, Market Goes Up
Low rates are great for stocks, as long as we’re looking at a soft landing.
(00:21) Ron Gross and Asit Sharma discuss:- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.- Nike’s CEO swap, what went wrong for John Donahoe and w ... Show More
40m 31s
Aug 21
AI crawler Firecrawl raises $14.5M and is still looking to hire agents as employees, also, Databricks CEO says fresh $1B will help him attack a new AI database market
Firecrawl nabbed Shopify’s CEO Tobias Lütke as an investor from a gutsy email after they discovered he was using the product. Also, The round, which pushes Databricks' valuation to $100B, was co-led by Insight Partners and Thrive. CEO Ali Ghodsi says he's found an enormous untapp ... Show More
9m 9s
Apr 2025
Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close
Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ... Show More
22m 1s