For our 28th episode of CrashLabs, it made sense to sit down in Beaver Creek with the CEO of Nickel 28 Capital, Anthony Milewski. Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.
0:00 – Background
2:08 – Precious/Base Metals Exposure
6:30 – Nickel Primer 101
8:05 – Base Metals Proxies For Growing Economies
11:20 – Are There Young Gold Bugs?
14:00 – Gold Investment Case Needs a Rebrand
23:20 – Thematic Investing
27:30 – Greatest Wins/Losses
29:30 – Nickel 28 Capital
35:23 – Copper Stocks Look Attractive
40:01 – Uranium Torque
41:15 – China Leading Environmental Policy
44:26 – Craziest Site