Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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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://ppacc.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
159 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://ppacc.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
159 episodes
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Similar to The Global Lithium Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
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…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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…
continue reading
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…
continue reading
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…
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