Henry Sanderson - Volt Rush

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 5 June 2023

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Former journalist Henry Sanderson joins Cole to discuss his book, Volt Rush: The Winners and Losers in the Race to Go Green. Henry’s work examines the realities of building a green energy economy, the supply chain requirements, and the geopolitical implications of transitioning into a greener world. The conversation covers clean energy’s role in today’s economy and how its position in society will evolve, as well as the race amongst countries to attract battery investment.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.0	At Smead Capital Management, we advise investors who fear stock market failure.
0:12.9	You can learn more at Smeadcap.com or by calling your financial advisor.
0:20.6	Welcome to a book with legs podcast. I'm Cole Smead. I'm the CEO and a portfolio
0:25.2	manager here at Smead Capital Management. At our firm, we are readers and book junkies. It can be said
0:30.7	that leaders are readers and we believe books provide us a great source of information for filtering
0:35.4	what is and isn't important for us as investors.
0:38.6	Investing is the last great liberal art and the best way to spend a lifetime of learning.
0:42.6	This podcast is for readers, thinkers, business-minded people and investors
0:47.0	who want to grow their knowledge from great authors and their writing.
0:50.4	Charlie Munger often talks about using multiple mental models and analysis.
0:54.6	Our aim for this podcast is to help listeners test munger's theory in business,
0:58.7	markets, and people.
1:00.9	Today, we're going to discuss some of the history of and the practical physical realities
1:05.8	of battery technology, global commodities, and the future of the electric transition.
1:11.7	Henry Sanderson is joining us to talk about his book, Volt Rush, the winners and losers in the race to go green.
1:17.7	A little background on Henry, he covered commodities and mining for the Financial Times.
1:21.7	Prior to his work at the FT, he was a correspondent for Bloomberg in Beijing.
1:25.5	He is currently the executive editor for benchmark mineral intelligence, a leading provider
1:29.5	of data and analysis for the lithium ion battery supply chain.
1:34.1	I'm just really going to enjoy this discussion, Henry.
1:37.4	I'm really glad you joined us today, and I think it's going to be a real treat to have some fun
	...

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