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Episode 181: Seth Goldstein
Manage episode 406765688 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast. Topics:
Defining a top pick at Morningstar
Why Seth believes the lithium stocks he follows are undervalued
Bullish on LAC and Thacker Pass
LAC’s DOE loan
Incentivizing a North America battery supply chain
Lithium Argentina’s impressive start-up at Cauchari
Seth’s candid thoughts on Albemarle & their price strategy
SQM & Arcadium
Arcadium’s long struggle with expansions
The global EV growth story
The politics of EVs in the US
BYD & Tesla
Lithium prices
CATL’s inventory “tells” & the impact on lithium demand
Lepidolite costs
ESS
Rapid fire
146 episodes
Share
Manage episode 406765688 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast. Topics:
Defining a top pick at Morningstar
Why Seth believes the lithium stocks he follows are undervalued
Bullish on LAC and Thacker Pass
LAC’s DOE loan
Incentivizing a North America battery supply chain
Lithium Argentina’s impressive start-up at Cauchari
Seth’s candid thoughts on Albemarle & their price strategy
SQM & Arcadium
Arcadium’s long struggle with expansions
The global EV growth story
The politics of EVs in the US
BYD & Tesla
Lithium prices
CATL’s inventory “tells” & the impact on lithium demand
Lepidolite costs
ESS
Rapid fire
146 episodes
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Similar to The Global Lithium Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
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continue reading
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…
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