Valuation: adjust cash flows for mining risks

Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital.

Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality.

We spent over an hour diving into this complex and crazy world. I hope you enjoy it.

As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all your money in the process.