In this episode, Jim talks with Louis O’Connor, founder of Strategic Metals Invest, about a little-known asset class that’s playing an outsized role in energy, defense, and global manufacturing: rare earth and strategic metals.

Louis breaks down how investors can position themselves ahead of the demand curve—and why most people have never heard of these assets.

3 Key Takeaways:

• Critical inputs, limited access. Strategic metals power everything from semiconductors to EVs and missile systems. But most investors are locked out.

• Direct ownership is now possible. Private investors can hold metals like gallium and hafnium in secure vaults—and sell directly to manufacturers.

• Geopolitics drives opportunity. China’s control over the supply chain creates volatility, trade tension, and leverage for early movers.

Most portfolios react to the market. This is a chance to get ahead of it.

Connect with Louis O’Connor:

YouTube: www.youtube.com/@strategicmetalsinvest

Facebook: www.facebook.com/StrategicMetalsInvest

Linkedin: www.linkedin.com/in/louis-o-connor-a583341b8/