About this episode
In this episode, Jim talks with Louis O'Connor, founder of Strategic Metals Invest, about a little-known asset class that's playing an outsized role in energy, defense, and global manufacturing: rare earth and strategic metals. Louis breaks down how investors can position themselves ahead of the demand curve—and why most people have never heard of these assets. 3 Key Takeaways: Critical inputs, limited access. Strategic metals power everything from semiconductors to EVs and missile systems. But most investors are locked out. Direct ownership is now possible. Private investors can hold metals like gallium and hafnium in secure vaults—and sell directly to manufacturers. Geopolitics drives opportunity. China's control over the supply chain creates volatility, trade tension, and leverage for early movers. Most portfolios react to the market. This is a chance to get ahead of it. Connect with Louis O'Connor: YouTube: www.youtube.com/@strategicmetalsinvest Facebook: www.facebook.com/StrategicMetalsInvest Linkedin: www.linkedin.com/in/louis-o-connor-a583341b8/
