37:39

EssentialInvestment Ideas

Howard Klein: Return of The Lithium Bull

Featuring Howard Klein

Dec 03, 2020 • 37 minutes

206

15

Essential

Investment Ideas

Howard Klein: Return of The Lithium Bull

Howard Klein provides a strategic update on the battery market and specific lithium stocks such as Albemarle, Livent, and Piedmont Lithium.

Featuring Howard Klein

Dec 03, 2020 • 37 minutes

Howard Klein, founder and partner at RK Equity, joins Real Vision managing editor Ed Harrison to provide a strategic update on the battery market and specific lithium stocks such as Albemarle ($ALB), Livent ($LTHM), and Piedmont Lithium ($PLL). Key learnings: Lithium miners offer exposure to the electric vehicle sector but at tremendous discounts to EV manufacturers such as Tesla. Klein is bullish on mined commodities in general, but the inherent inelasticity of lithium makes it especially attractive. Over 80% of the world’s lithium hydroxide supply comes from China, and COVID-19 has brought the issue of supply chain resilience to the fore. Additionally, Klein discusses how lithium hydroxide is a faster-growing market than that for Lithium carbonate. Filmed on November 30, 2020. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In