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Do not invest in Nickel
Lobo and I discussed his bearish thesis for Nickel.
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📖 Free Nickel report: https://independentspeculator.com/NickelSR2022?ref=ladislasmaurice%40gmail.com
Time stamps
00:00 Typical Nickel investment narrative
01:40 There is enough Nickel suppy
03:40 Class 1 nickel vs. intermediate nickel
05:00 LFP batteries without Nickel
07:10 Share of EVs in Nickel market
08:00 Impact of potential recession in China on Nickel
09:00 Patent carve-out for LFPs in China
11:00 What are LFPs bullish for?
13:10 Elon Musk, Tesla and Nickel investment thesis
15:20 Getting independent research to avoid making mistakes
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🏠 Check out the bottom of this page for on-the-ground research articles on little-known international markets: https://thewanderinginvestor.com/services/international-real-estate-services/
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▬▬▬▬▬▬▬▬▬▬ DISCLAIMER ▬▬▬▬▬▬▬▬▬▬
No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction. Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.
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