“I do think lithium will do well in 2024” says Fund Manager Will Thomson in this MSE episode. Will reveals where he is seeing value in 2024 in real assets and commodities. He sees rebounds in lithium and renewables in 2024.

Will Thomson is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University.

Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team’s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project finance lenders gives them a unique edge.

0:00 Introduction

0:50 Value in 2024

5:15 Equinox Gold

10:01 Kazatomprom

12:24 Futures vs Miners

15:59 Lithium

18:25 Renewables oversold

26:22 Carbon credits

Will’s fund’s website: https://www.massifcap.com/

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