# America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company

Page: https://stenobird.com/podcast/riskreversal-pod-1366742/america-s-trillion-dollar-race-to-catch-chinese-miners-with-brian-paes-braga-founder-ceo-of-the-metals-royalty-company
Text version: https://stenobird.com/podcast/riskreversal-pod-1366742/america-s-trillion-dollar-race-to-catch-chinese-miners-with-brian-paes-braga-founder-ceo-of-the-metals-royalty-company.md
Podcast: [RiskReversal Pod](https://stenobird.com/podcast/riskreversal-pod-1366742)
Published: 2026-06-05T09:00:00+00:00
Episode link: https://traffic.megaphone.fm/RRM8344584648.mp3
Audio file: https://traffic.megaphone.fm/RRM8344584648.mp3
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JSON: https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/america-s-trillion-dollar-race-to-catch-chinese-miners-with-brian-paes-braga-founder-ceo-of-the-metals-royalty-company
Duration seconds: 3430

## Resource

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE Guy Adami and Dan Nathan are back with a packed episode covering the biggest market moves of the week. They kick things off with Broadcom's post-earnings selloff, a two-plus trillion dollar company that dropped over 16% after missing on key AI revenue targets and what it signals about how quickly the market punishes misses at elevated valuations, even when the underlying metrics aren't bad. From there, Guy and Dan dig into the broader AI trade, single-stock volatility versus a VIX sitting below 16, and what the repeal of the pattern day trading rule could mean for retail momentum names going forward. They also touch on Google's surprising resilience on a rough day for semis, why the market may be coming around to it as a long-term AI winner, and what a potential SpaceX IPO could mean for capital rotation across the tech landscape. After the break, Guy Adami sits down with Brian Paes-Braga, Executive Co-Chairman and CEO of Metals Royalty Company (Nasdaq: TMCR), to discuss one of the most urgent and underreported stories in markets today: America's critical mineral crisis. China controls 19 of 20 critical minerals essential to the modern economy, and the U.S. is decades behind. Brian breaks down why rare earths and critical mineral…

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## Transcript

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