James Litinsky's guest appearances

James Litinsky

CEO Spotlight

Real Vision Daily Briefing: Finance & Investing

The Think For Yourself Podcast

All-In with Chamath, Jason, Sacks & Friedberg

Jeremy Grantham

Keith Rabois

Elon Musk

Jim Grant

Danielle DiMartino Booth

Michael Howell

Mark Yusko

Tim Urban

Michael Gayed

Rick Rule

Fannie Mae

David Katz

Ben Hunt

Erik Voorhees

Jon Stewart

OwlTail

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&amp;A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more Follow MP Materials: https://mobile.twitter.com/MPMaterials Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" rel="ugc noopener noreferrer nofollow" target="_blank">https://bit.ly/aisytplaylist</a> 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&amp;A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more Follow MP Materials: <a href="https://mobile.twitter.com/MPMaterials" rel="nofollow" target="_blank">https://mobile.twitter.com/MPMaterials</a> Follow the besties: <a href="https://twitter.com/chamath" rel="nofollow" target="_blank">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" rel="nofollow" target="_blank">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" rel="nofollow" target="_blank">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" rel="nofollow" target="_blank">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" rel="nofollow" target="_blank">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" rel="nofollow" target="_blank">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="nofollow" target="_blank">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" rel="nofollow" target="_blank">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="nofollow" target="_blank">https://twitter.com/TheZachEffect</a>

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

In this episode, I speak with James Litinsky, Chairman and CEO of MP Materials, America's leading rare earth company.  Jim is also the founder and Chief Investment Officer of JHL Capital Management, an investment firm he formed after spending time at Fortress Investment Group, Omnicom, and Allen &amp; Company. [RECORDING DATE: March 4, 2021]  If you find value in these conversations, please consider joining the THINK FOR YOURSELF community.  All supporters are invited to participate in the live conversations and are given an opportunity to interact with my guests.  More information is available at www.patreon.com/mansharamani

In this episode, I speak with James Litinsky, Chairman and CEO of MP Materials, America's leading rare earth company.  Jim is also the founder and Chief Investment Officer of JHL Capital Management, an investment firm he formed after spending time at Fortress Investment Group, Omnicom, and Allen &amp; Company. [RECORDING DATE: March 4, 2021] If you find value in these conversations, please consider joining the THINK FOR YOURSELF community.  All supporters are invited to participate in the live conversations and are given an opportunity to interact with my guests.  More information is available at <a href="https://www.patreon.com/mansharamani" rel="nofollow" target="_blank">www.patreon.com/mansharamani</a>

Episode 31: Talking Rare Earths with MP Materials' James Litinsky

James Litinsky, founder and CEO of MP Materials ($MP), is joined by Real Vision editor Jack Farley to discuss his mission to restore to North America the rare earth supply chain, which for decades has been dominated by China. Litinsky highlights the critical role rare earth elements are playing in the economy of the future, explaining their uses in electric vehicles, wind turbines, and other markets that are set to dramatically expand. After Litinsky shares his experience in MP Materials’ going public via a special purpose acquisition company (SPAC), he and Farley discuss the properties of MP Materials’ Mountain Pass mine that make it uniquely able to produce rare earth concentrate at a low cost and in an environmentally-friendly manner. Lastly, Litinsky, a former hedge fund manager, puts back on his "investor" hat to share his macro framework. For the Real Vision "Discoveries" documentary on the Mountain Pass mine, click here: https://www.realvision.com/shows/discoveries/videos/the-rare-earth-metal-megatrend. For more about MP Materials, click here: https://mpmaterials.com/. Recorded on December 2, 2020. Key Learnings: Litinsky believes rare earths are an effective "picks and shovels" play on the exponential growth of electric vehicles (EVs), since all electric vehicles require Neodymium Praseodymium (NdPr) magnets to power their motors, and since EV stocks are priced to perfection and are largely in the pre-profit stage (and in some cases, pre-revenue). Litinsky argues that the rich ore body of the Mountain Pass mine best positions MP Materials to command market share, calling the mine "the Saudi Arabia of Rare Earths." Learn more about your ad choices. Visit podcastchoices.com/adchoices

James Litinsky, founder and CEO of MP Materials ($MP), is joined by Real Vision editor Jack Farley to discuss his mission to restore to North America the rare earth supply chain, which for decades has been dominated by China. Litinsky highlights the critical role rare earth elements are playing in the economy of the future, explaining their uses in electric vehicles, wind turbines, and other markets that are set to dramatically expand. After Litinsky shares his experience in MP Materials’ going public via a special purpose acquisition company (SPAC), he and Farley discuss the properties of MP Materials’ Mountain Pass mine that make it uniquely able to produce rare earth concentrate at a low cost and in an environmentally-friendly manner. Lastly, Litinsky, a former hedge fund manager, puts back on his "investor" hat to share his macro framework. For the Real Vision "Discoveries" documentary on the Mountain Pass mine, click here: <a href="https://www.realvision.com/shows/discoveries/videos/the-rare-earth-metal-megatrend" rel="nofollow" target="_blank">https://www.realvision.com/shows/discoveries/videos/the-rare-earth-metal-megatrend</a>. For more about MP Materials, click here: <a href="https://mpmaterials.com/" rel="nofollow" target="_blank">https://mpmaterials.com/</a>. Recorded on December 2, 2020. Key Learnings: Litinsky believes rare earths are an effective "picks and shovels" play on the exponential growth of electric vehicles (EVs), since all electric vehicles require Neodymium Praseodymium (NdPr) magnets to power their motors, and since EV stocks are priced to perfection and are largely in the pre-profit stage (and in some cases, pre-revenue). Litinsky argues that the rich ore body of the Mountain Pass mine best positions MP Materials to command market share, calling the mine "the Saudi Arabia of Rare Earths." Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

James Litinsky: Rare Earths Taking Center Stage in the Electric Vehicle Boom