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Money For the Rest of Us

Mining and the Global Race for Critical Minerals with Kinterra Capital

Money For the Rest of Us

J. David Stein

Investing, Investing Podcast, Business, Economics, Economy

4.51.4K Ratings

🗓️ 9 July 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

How the investing landscape is being reshaped by the global race for critical minerals.

Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:

  • How mining and mineral processing work
  • What are critical minerals, what is driving the demand for them, and will it continue
  • How the rise of passive management has led to underinvestment in mining
  • How to reconcile care for the environment and the need to mine critical minerals
  • What are the attributes that contribute to successful private capital investments
  • Why querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.


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Show Notes

FEG Insight Bridge episode page with transcript

Kinterra Capital

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Transcript

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0:00.0

Welcome to Money for the rest of us. This is the personal finance show on money, how it works,

0:05.6

how to invest it, and how to live without worrying about it. I'm your host David Stein. Today is

0:11.1

Episode 530, and it's titled Mining and the Global Race for Critical Minerals. This week on the show,

0:17.2

we share a fascinating interview that FEC's Greg Dalling conducted with two co-founders

0:22.4

of Cantera Capital, a private equity manager focused on the mining industry. The two

0:28.0

principles are Cheryl Brandon and Kamal Tour. They both have decades of experience investing in the

0:34.0

mining industry. Here are some of the topics covered in the discussion.

0:37.9

How mining and mineral processing work?

0:40.5

What are critical minerals?

0:41.9

What is the driving demand for them?

0:43.7

And will it continue?

0:45.4

How the rise of passive management has led to an underinvestment in mining?

0:50.2

How to reconcile care for the environment and the need to mine critical minerals.

0:55.0

What are the attributes that contribute to successful private capital investments?

0:59.8

And finally, why querying chat GPT is insufficient to get up to speed on an investing topic

1:06.7

and what to do instead.

1:08.7

I believe you'll find this discussion enlightening. I certainly learned a lot.

1:13.6

Before we get started with the interview, let me share some words from this week's sponsor, Delete Me.

1:18.0

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1:23.9

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1:28.1

safe to remove your personal data online. I've been using Delete Me for a number of years now.

1:33.5

They just sent me my latest personalized privacy report, showing what info they found about me

...

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