In this episode, mining and commodities expert Mikhail Zeldovich joins host Constantin Kogan for a rare deep dive into the real engines of the global economy — critical minerals, geopolitics, and the future of resource investing.From BCG to Rio Tinto to negotiating in Beijing and analyzing assets in remote mining camps, Mikhail brings nearly two decades of on-the-ground experience across metals, energy transition, and global supply chains.He breaks down:⚒️ How he “accidentally” entered mining at BCG — and why he never left🌏 How China quietly built full dominance across mining, processing, equipment, and end products📉 Why commodity stocks are supposed to be more volatile — and how smart investors use that🔋 His view on lithium, nickel, cobalt, rare earths, antimony & tungsten📈 The overlooked Australian copper play that quietly 3.5x’d in six months🛰 Why satellite imagery + AI are changing exploration🪙 How tokenization might transform mining finance📍 What retail investors should understand before betting on resource plays💡 Why Watch?If you care about EVs, energy transition, metals, macro, or tokenized real-world assets — this is the deep, unfiltered look at the sector that powers everything.Mikhail explains where real opportunity lies — and why the next decade of mining won’t look like the last.*************************************Follow Mikhail Zeldovich:🔗 LinkedIn: https://www.linkedin.com/in/mikhail-zeldovich🌐 Website: https://mineral-intel.com*************************************✉️ For any business inquiries, email me here: [email protected]*************************************Listen to the full podcast here!🎧 https://anchor.fm/constantinkogan*************************************Subscribe to my channel:🔗https://www.youtube.com/@ConstantinKogan*************************************Follow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkogan*************************************0:00 – Intro01:04 – Who is Mikhail Zeldovich? From law to BCG to mining03:40 – Entering Rio Tinto & the early mining years05:01 – Working across Moscow, Kazakhstan, Mongolia06:47 – When geopolitics meets minerals08:39 – China’s four-layer dominance: mining, processing, equipment, end-products12:21 – Why the US can’t catch up yet14:26 – Mining timelines vs political cycles16:52 – Environmental approvals: West vs Indonesia/Australia18:37 – Where to invest: funds, majors, juniors21:45 – Volatility in commodity stocks explained24:30 – The rare-earths landscape: MP, Lynas & new players27:06 – Lithium, cobalt, nickel fundamentals30:20 – How to pick winners in mining33:41 – Under-the-radar: antimony & tungsten35:48 – Gold & silver cycles36:49 – How retail investors can realistically win38:14 – Mining tech, AI & satellite-based discovery40:48 – Tactical investing around geopolitical events41:51 – Shipping, logistics & processing opportunities43:44 – Tokenization & critical minerals finance47:03 – Commodities trading 24/7?48:11 – Future geopolitical winners: India, Brazil, Africa52:31 – China vs West vs India: a three-way commodity world54:09 – What could derail each strategy56:15 – AI, automation & the next mining frontier59:14 – Blitz round01:03:40 – Final thoughts & where to find Mikhail#Web3 #Mining #CriticalMinerals #Geopolitics #EnergyTransition #Commodities #Lithium #RareEarths #Tokenization #Investing #ConstantinKogan #HolisticInvestments #MikhailZeldovich