# Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver

Page: https://stenobird.com/podcast/rock-stock-channel-633474/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-05-29T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver/
Audio file: https://mcdn.podbean.com/mf/web/4dfn48esjayp4zrg/5-amvest.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver
Duration seconds: 3317

## Resource

Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains. The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies. Buy "Mineral War" (Tomasz Nadrowski's Book):https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK Tyranny Today (Tomasz Nadrowski's Podcast):https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr Follow:LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/X/Twitter (Amvest Capital): https://x.com/AmvestCap___ More Podcasts w/ Tomasz Nadrowski: Henry Sanderson:https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156 The Power Current (Chris Berry):https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119 Mining Stock Education:https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9 Mining Stock Daily:https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV Amvest Capital Webinar:https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p ___ Chapters (00:00) The Commodity Complexity Problem(06:39) Amvest Background(11:35) Fund Strategy(14:27) Ex-China Approach(16:09) Value Chain Focus(22:10) Fund Structure(24:11) Portfolio Construction(27:25) US Market Access(35:55) Mining Resurgence(43:55) Tungsten And Scandium(48:32) Lynas And Brazil(51:30) Heavy Rare Earths(54:11) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequ…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/rock-stock-channel-633474/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.