The Assay Podcast - Where mining meets capital

What Markets Are Missing: Commodities, AI & the Next Investment Cycle

18 min · 22. juni 2026
episode What Markets Are Missing: Commodities, AI & the Next Investment Cycle cover

Description

Recorded live at 121 Mining Investment New York, Lyndsay Malchuk sits down with Edward Meir, President of Commodity Research Group, to explore the forces shaping the next investment cycle. From AI and energy demand to inflation, debt, geopolitics and commodity markets, the discussion examines how seemingly disconnected trends are converging to reshape the global economy. What are investors overlooking today, and which signals could prove most important in the years ahead?  Featuring: Edward Meir, Commodity Research Group Guest Host: Lyndsay Malchuk, Apaton Media Recorded live at 121 Mining Investment New York.

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episode Inside the Investment Case: Lithium Africa Corp. artwork

Inside the Investment Case: Lithium Africa Corp.

(TSX-V: LAF | FSE: 6MQ | OTCQB: LTAFF) Lithium Africa Corp. has rapidly emerged as one of the newest lithium explorers on the public markets, backed by a strategic partnership with global lithium leader Ganfeng Lithium. In this episode, current CEO Tyron Breytenbach, who is transitioning to a Capital Markets Advisor role, and incoming CEO Dr. Tom Benson discuss the company's growing, continent-scale African portfolio, anchored by its projects in South Africa and Côte d'Ivoire, its recent TSX-V listing and subsequent financing, and why management believes the company could play an important role in the future lithium supply chain. Featuring: Tyron Breytenbach, CEO of Lithium Africa Corp. Dr. Tom Benson, Incoming CEO of Lithium Africa Corp. Website: www.li-africa.com Guest Host: Lyndsay Malchuk, Apaton Media Recorded live at 121 Mining Investment New York.

22. juni 202610 min