How the investing landscape is being reshaped by the global race for critical minerals.

Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:

• How mining and mineral processing work
• What are critical minerals, what is driving the demand for them, and will it continue
• How the rise of passive management has led to underinvestment in mining
• How to reconcile care for the environment and the need to mine critical minerals
• What are the attributes that contribute to successful private capital investments
• Why querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.

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Show Notes

FEG Insight Bridge episode page with transcript

Kinterra Capital

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We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.

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• How large are the top 5 robo-advisors
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Show Notes

The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN

An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN

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How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder.

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Show Notes

Of Dollars and Data - Nick Maggiulli

The Wealth Ladder by Nick Maggiulli

Ritzholz Wealth Management

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