My guest today is Will Thompson, Founder and Managing Partner of Massif Capital. I had originally wanted Will to come on the pod and talk copper, but as you’ll see this conversation quickly branched out into something much deeper. Will is a former investment banker and has worked in political risk insurance and with NATO in Afghanistan. This conversation was one of my favorites, and we easily could have gone on for hours. We cover a host of topics including: capital cycle analysis, parsing political and geopolitical risk, position sizing, the types of resource companies the fund likes to hold, the lithium, copper, and tungsten markets, why buying is so much easier than selling, and best and worst investments and what he learned.
I think you’ll really enjoy this discussion and if did, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.
Here is the Fund webiste: https://www.massifcap.com/
During the podcast, we do discuss a number of publicly traded companies. As always, it’s vital to remember to do your own due diligence and nothing you hear on this podcast should be thought of as investment advice.
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