Investing in The Gigatrend | Confronting Arne Lutsch from Battery Commodity
Confronting Arne Lutsch from Battery Commodity about his 4 pillar gigatrend investment thesis, enjoy!
00:00 – Intro
00:35 – How did Arne Lutsch end up in Resources?
04:47 – The Four Pillars Behind Arne’s Gigatrend Thesis
05:21 – Pillar 1: Electrification
08:31 – Pillar 2: Demand & Supply
09:52 – Pillar 3: Inflation
11:41 – Pillar 4: Deglobalization
13:46 – Why Junior Miners, Instead of Majors?
15:26 – Arne’s 5 Highest Conviction Investments
16:32 – Investment 1
17:33 – Investment 2
18:26 – Investment 3
19:23 – Investment 4
20:54 – Investment 5
21:44 – Outro
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