The CEO of USA Rare Earth joins the show after the stock has skyrocketed on the back of a trade war with China. Then the Australian Prime Minister visits the White House. The country expected to pitch itself as an alternative to China when it comes to critical minerals. And then Evercore with a tactical outperform call on Apple, as the stock hits a new all-time high. The analyst behind that call joins us with more on the bull case.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.